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.
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
Bonnie, HI
"Especially, I appreciated two things about this webinar: (1) Knowing that the technological changes being made in operating systems to default to proprietary "PDF" rather than industry-standard PDF viewers is a challenge for the future; (2) How your company can assist us to deliver documents in a safe manner to our clients via internet vs. manila-envelopes and delivery services."Michael, MI
"Steve Dusablon expertly examines and explains the pluses and minuses of the various methods of digitally sending and receiving client documents in a way that is understandable to accountants and tax professionals. After this webinar, you will be educated about the latest issues and equipped to make decisions for your firm."Madeline, FL
"I am planning to purchase another computer for my practice, to be built by a tech specialist rather than purchased retail. I am glad that I attended this Webinar first, since the knowledge that I gained will be applied to how this new computer is designed and the software to be installed on it"Betty, MA
"the instructor did an excellent job of presenting different options of file delivery and the advantages & disadvantages of each. I did not know that so many options were available. I shared this information with other members of my firm."Earl, CA
"I felt the webinar provided insightful and valuable information about the pros and cons of the various methods of electronically sharing highly sensitive documentation. The information on the product and solutions was helpful as well."Bhanumathi, CA
"Steve Dusablon was/is a very good, effective presenter. I attended few of his webinars earlier. I learned very valuable information by attending today's webinar. If I could afford it, I would use his firm's services. Thanks."Judy, NM
"The presenter was knowledgeable and presented the information in an interesting and engaging format. I stayed engaged for the entire webinar and enjoyed the session."Elvera, NV
"I have enjoyed the webinar classes and I am going to share my experience with my friends. I think they will get a lot of knowledge from these courses."
SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365
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.