CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues
CPA Practice
JUNE 21, 2023
Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry.
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