SafeSend

That's a wrap on the third annual SafeSend Summit! Two days of collaboration and fellowship with some of the very best tax and accounting professionals from across the U.S. has inspired and energized us. We're already hard at work implementing the invaluable feedback we received this week! SafeSend continues to lead the way in tax and accounting automation, and that's because of our customers. Your insights fuel our innovation, and we're excited to deliver even more to you.

Day 2 of the 2024 SafeSend Summit is under way! Attendees are networking and participating in dynamic sessions focused on Product and Customer Success, with an exciting session around Product/Design feedback this afternoon. We're loving the valuable feedback our VIPs are providing, from API adoption and usage to collaboration on how firms are creating engagement letters. Those insights define how we evolve our product and develop our roadmap. #SafeSendSummit #taxpros #innovation

Tomorrow marks the start of the third annual SafeSend Summit! Over two days, tax and accounting professionals from all over the U.S. discuss industry topics and trends while also engaging in educational sessions and workshops led by some of the leading voices in the field. From collaboration on what’s on the horizon for tax engagement to the emergence and applications of AI, SafeSend Summit attendees cover all manner of developments and issues in the industry, with an eye on the future. #SafeSendSummit2024

Earn 2 CPE credits while learning the value of listening to market feedback, strategies for addressing customer pain points, key SafeSend innovations and product development, and so much more with SafeSend cofounders, Steve Dusablon and Andrew Hatfield. Sign up now and listen to the full podcast on LumiQ: https://lnkd.in/gzWdvPeT #taxpros #taxinnovation #taxtechnology #CPAs #cpecredit #CPE #SafeSend

We're #hiring a new Sr. Brand Specialist - Remote in Ann Arbor, Michigan. Apply today or share this post with your network.

In recent years, automation has fundamentally changed tax preparation with innovations like machine learning and the cloud. The next big thing is AI, which could revolutionize how firms operate and serve their clients. Imagine tax document gathering becoming fully automated, no longer requiring a traditional organizer to be uploaded. Read about this and other AI advancements on the immediate horizon — including SafeSend’s upcoming Gather AI feature — in our latest blog. Read the full blog: https://hubs.la/Q02G3ytT0 #taxpros #innovation #SafeSendGatherAI #accounting #CPA

💡 Discover some of the capabilities of our Gather AI tool, coming out later this summer, in our on-demand 2024 Product Roadmap webinar. See how we're unifying the taxpayer experience, eliminating manual work and so much more: 🤝 Our mission & commitment to enhancing client experience 📊 Predictions: leveraging AI, APIs & integrations, e-file monitoring & more 🛣️ Roadmap: our investments in product development, unifying the client experience, and beyond! Download the full video: https://hubs.la/Q02zRkrR0 #taxautomation #taxsoftware #AI #SafeSend

Thanks Moore North America! We're proud to work alongside such great Strategic Partners, and give insight into the amazing things we have in store with our on-demand 2024 Product Roadmap webinar. #SafeSend #ProudlyMoore #TaxAutomation

A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, those jobs are still thriving. SafeSend co-founder and Chief Growth Officer, Andrew H., recently sat down with Bill Sheridan, CAE, CPT of Maryland Association of CPAs (MACPA) in the newest episode of their podcast, Futureproof, to talk about how firms can collaborate with technology to enhance workflow & maximize client value. Listen to the full podcast: https://lnkd.in/gBcYicGB #taxpros #taxtechnology #taxautomation #SafeSend #macpa

✨Enhance client experience in our June webinar series with tax & accounting thought leaders from Intuit Lacerte, Thomson Reuters and more! We have a section of CPE credible webinars too, available via CPA Academy. RSVP: https://hubs.la/Q02BHKRw0 #taxpros #clientexperience #accounting #cpecredit