Firms Use Automation Solutions to Get Tax Ready
The tax automation solutions that help firms—and their clients—get tax ready significantly improve processes over paper tax organizers. When firms automate their tax process, they streamline procedures within the firm. This gives clients a much smoother, efficient way to supply the necessary data and source documents needed to complete their taxes. Happier clients and staff, as well as enhanced business opportunities, and reduced tax prep times are the results of utilizing efficient automation technology.
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Simplify the First Step
Ensuring all the engagement letters are e-signed and returned is an important responsibility of the admin team—and may be the first step in your firm’s tax journey. Whether engagement letters are sent individually or combined with the information-gathering portion of getting tax ready, automation solutions simplify the process.
Save time for your firm’s admin team with a tax automation solution that gives you the ability to mail merge and batch process thousands of engagement letters at the click of a button. Save even more hours of staff time with automated tracking and reporting features that keep staff in the know with the status of each engagement letter. The right tax technology solution will even reduce or eliminate follow-up emails and phone calls with automated reminders.
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Streamline Data Collection
The information-gathering step is vastly improved for both firm staff and clients when using tax ready automation solutions. Eliminate the manual labor associated with creating and mailing paper tax organizers. Also eliminate the need for multiple reminders and days—or weeks—spent waiting for organizers to be mailed back.
Firms realize significant workload savings through the phasing out of these tedious, repetitive tasks. They are able to save time, money, and at the same time, elevate the experience for their clients with a powerful, yet simple, digital solution.
Adopting an automation tool that is designed specifically for the tax and accounting profession makes gathering information to get tax ready fast and easy. Automate the common manual steps associated with collecting the source documents with a digital, fillable tax organizer and customizable document request list.
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Securely Share Files
Clients appreciate knowing their documents are transmitted securely to your firm. They also love not having another password to remember. So, implement a tax automation solution that includes a better way to do business—secure file exchange that is free of password frustration. Your admins will have time for other tasks when they aren’t answering multiple calls requesting password resets.
Your firm will thrive with a tax automation solution that keeps core features of traditional file share systems—like large file transfer and secure document exchange—and enhances the process with features like easy-to-use Microsoft? Outlook add-in, file encryption, and document restriction.
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Significantly Relieve Staffing Issues
Firms adopting tax automation solutions that address pain points at each step of the tax engagement relieve much of the stress their staff experiences. An e-sign solution designed specifically for the tax and accounting profession will support engagement letters, consent forms—or any other documents requiring a signature—and have mail merge and batch processing capabilities.
Staff can easily stay on top of where each client is in the tax engagement when your tax automation solution includes a live tracking and reporting dashboard. Automate your tax process to free up time for tax teams so they spend less time sending follow up emails and have more time to focus on revenue-driven tasks.
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Digitally Enhance the Client Experience
Clients are accustomed to online experiences from shopping to banking. The ease and convenience of completing tasks on their phone is second nature. Avoid disrupting their digital flow with an antiquated paper tax organizer. No matter how attractively your firm prepares it, a heavy paper organizer package in the mail isn’t the way to wow your clients.
Providing an interactive and intuitive digital tax organizer offers the best experience for clients and allows them to provide information electronically. The right solution will give them the ability to upload source documents securely and ask any questions they may have right on the tax organizer. The ability to easily upload, or sign and return documents, makes the process easier and more convenient for them.
Clients especially like being able to e-sign the engagement letter and easily upload documents in SafeSend Organizers. – Peter Hudson, President, Strategic Accounting Services, Inc.
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Easily Customize Solutions
Tax automation solutions replace the manual, time-consuming steps and the best tools provide customizable solutions that keep the interactions with your clients personal.
With the customizable solutions in the SafeSend Suite?, challenges related to time and printing expenses and the myth that digital solutions are impersonal are solved. SafeSend Organizers?, part of the SafeSend Suite, addresses all of the information-gathering pain points, is easy for staff and clients to use, and best of all, there is nothing to install and no passwords for clients to remember.
The automated tax journey begins with solutions that help clients and firms get tax ready and improve tax preparation time. Firms experience a more streamlined process and provide clients a superior experience when they utilize the industry leading SafeSend Suite of tax automation solutions:
About SafeSend?
SafeSend’s mission is to solve real-world firm problems through innovative automation technologies. We help tax and accounting practitioners work more efficiently and serve their clients better, while making their lives easier and work more enjoyable.
SafeSend offers several foundational automation software solutions within the SafeSend Suite?. Our flagship product, SafeSend Returns?, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms assemble, deliver, and capture e-signatures from clients for completed tax return packages. Visit safesend.com to learn more about our technology solutions.
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