Automate client engagement from organizers to e-signatures with SafeSend
This webinar series runs on select Thursdays from April through June 2026.
April 30 | May 21 | June 18
Time: 11:00 AM ET
Hosted by Thomson Reuters
Discover how SafeSend streamlines your client engagement workflow from initial data gathering through final return delivery and automated e-filing—saving your firm hours of manual work every tax season.
Join us for a demo showing how SafeSend's powerful client portal solutions eliminates the back-and-forth chaos of document collection and return delivery.
In this demo, you'll learn how to:
- Eliminate manual organizer creation with SafeSend Gather AI that automatically extracts client information from prior-year returns and builds personalized organizers with only relevant questions and document requests
- Engage clients with intelligent questionnaires featuring conditional logic that adapts based on client responses for a streamlined, professional experience
- Keep clients on track with automated reminders and an intuitive client portal that earns high satisfaction ratings
- Deliver returns seamlessly through SafeSend Returns with integrated e-signature capabilities and real-time tracking showing exactly who has signed
- Process payments efficiently with automated payment reminders sent alongside return delivery
- Enable automated e-filing that transmits returns to tax authorities automatically once client signatures are received—no need to return to your tax software
Busy on this time? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.
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