This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove Michigan Remove public accounting Remove tax accountant Remove tax return
article thumbnail

CPE Webinar July 18, 2023: Get Tax Ready! Solving Source Doc Gathering Issues

CPA Practice

JUNE 21, 2023

Field of Study: Business Management & Organization Register Today Presented by Shirley Chen is a SafeSend Product Enthusiast based in Commerce, Michigan. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry.

Tax 80
Tax Technology Indiana Michigan 80
article thumbnail

CPE Webinar September 28, 2023: Source Doc Gathering, Delivery & E-Sign Issues

CPA Practice

AUGUST 18, 2023

Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.

Technology 52
Technology Indiana Michigan E-commerce 52
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 345,000+ Insiders by signing up for our newsletter

About
Webinars
Awards
About
Editions
Webinars
Awards
Editions
Topics
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024