This webinar was held on Tuesday, July 29 at 1:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
Learning Objectives:
- Optimize Budgeting with a Unified Workflow Solution – Learn how consolidating your tech stack can streamline operations and provide predictable, controllable costs for your firm.
- Reduce Operational Costs with Tax Automation – Discover how automation minimizes inefficiencies, lowers overhead expenses, and improves resource allocation for both short- and long-term financial planning.
- Improve Financial Forecasting & Decision-Making – Understand how automated reporting and data-driven insights can help firms make more informed budgeting decisions and better allocate resources
- Future-Proof Your Firm with Scalable Technology – Explore how investing in the right automation tools today can create long-term cost savings and support your firm’s growth over time.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented By:
Joe Wroblewski is a Sales Engineer Manager with more than ten years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but mostly enjoys helping firms design workflows that best complement their specific needs.
Moderated By:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
A one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign. SafeSend One gives your clients a guided and intuitive experience across all touchpoints.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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