Content Provider
Safesendlogo

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
PRICING FOR PROFIT
View Details/Register
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register
THE MBA GUIDEBOOK
View Details/Register
UNDERSTANDING ORGANIZATIONAL BEHAVIOR
View Details/Register
Free cpe webinars
Streamline Tax Season: Key Insights to Improve Efficiency & Client Collaboration
Business Management and Organization

STREAMLINE TAX SEASON: KEY INSIGHTS TO IMPROVE EFFICIENCY & CLIENT COLLABORATION

Register
Available Date(s)
Tuesday, May 06, 2025: 3:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Have you successfully navigated another busy season? Congratulations! Now it's time to reflect on your experience and make the next season smoother. Join Joe Wroblewski, Senior Sales Engineer at SafeSend, as we critically assess the challenges encountered during tax season and explore practical solutions for improvement. This insightful session will focus on identifying workflow bottlenecks, leveraging technology to enhance efficiency, fostering better client collaboration, and developing strategies to streamline your operations for the future.

Learning Objectives

  • Identify the most time-consuming and error-prone aspects of your firm's tax season

  • Evaluate how automation and digital tools can streamline tax preparation and client communication

  • Develop strategies to enhance client responsiveness and set clear expectations to minimize communication delays

  • Create a proactive plan for implementing procedural changes to improve efficiency in the upcoming busy season

Joe Wroblewski

SafeSend
Senior Product Enthusiast
[email protected]
(800) 716-2558

Safesendlogo

Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Safesendlogo
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions