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Futureoffilesharing

FUTURE OF FILE SHARING: CHALLENGES OF PORTALS, PDF ENCRYPT, DOC DELIVERY, E-SIGN

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 27, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Electronic document delivery is difficult and poses numerous challenges to the average taxpayer. Historically, firms have relied on a number of electronic document delivery systems including Client Portals, file sharing systems and encrypted PDF files as email attachments. Each of these methods poses inherent limitations, client frustrations and do not handle E-Signatures well. Additionally, they do not provide for batch processing or automation when delivering high volume seasonal documents such as Organizers, Engagement Letters, Tax Returns, K-1’s and Form 8879. In this webinar you will learn best practices for electronic document delivery to taxpayers and how to automate internal processes when delivering client documents and documents requiring E-Signatures.

Learning Objectives

  • When to use a Client Portal, file sharing system or encrypted PDF files as email attachments. The scenarios of when each method fails and succeeds, and why you need to use all three methods

  • Why firms are frustrated when using multiple solutions and disparate systems

  • Use automation and batch processing to build efficiency in your internal operations

  • The importance of integrating E-Signatures into the document delivery workflow process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
[email protected]
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

About Our Presenter

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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