Welcome SafeSend to Earmark! Ever had a client say "I never got the email" about their tax return? In "Erase Client Frustration with Automated Tax Return Delivery," David Bozynski breaks down how to solve this common headache once and for all. You'll learn: - Why traditional delivery methods drive clients crazy - How to get even your tech-resistant clients to adopt new tools - Smart ways to automate document delivery and e-signatures - Tips for improving client satisfaction in a digital world Earn free CPE while discovering how to make tax season smoother for everyone. Register for the course here: https://earmark.app/c/1913
Very cool. Love seeing all of these offerings to help CPA's deliver better experiences
This is fabulous content.
We're mega fans of creating better workflows to make the lives of our tax pros easier 💚 💙 (no more headaches here, thank you). It's been awesome working with Earmark!