Instructor(s): Steven Lyon
This tax season was rough! In high-stress times, it’s critical that your tax prep teams are efficient, and have the tools they need to succeed in remote workspaces. Firms are faced with assembling and delivering hundreds, if not thousands, of returns to clients for review, signature, and return for the first time electronically, from home. The firms who are agile, working in the cloud, and utilizing the most innovative solutions which adapt to remote workforces, are the ones that are exceeding client needs in a very stressful time. That’s why SafeSend Returns is the winner of the 2020 Accounting & Tax Technology Innovation award. It is the ONLY solution that automates the assembly, delivery, and e-sign of remotely prepared tax returns – empowering firms during uncertain times.
In this session, we will review how tax forms 1040, 1041, 1065, 1120 & 1120s can be assembled & delivered from home by staff and clients can review & e-sign remotely. In addition, you will see how K-1s can be electronically batch processed for delivery by the client, how to automate estimated payment reminders, and much more.