SafeSend

With busy season in the rearview mirror and summer upon us, what’s getting your attention in June? 👀

📝Client work
⚙️Internal projects
👩‍🏫Hiring & training
🌴Taking well-deserved time off

You’ve had a few weeks to decompress from busy season. What’s one of the concerns you have about next busy season?

🤔OBBBA changes
😲IRS capacity after staff cuts
😨Client expectations & responsiveness
😣Staff retention & burnout

Drop your other concerns in the comments. 👇

We're at Firm Growth Forum in San Diego, where Benji Kramer of Friedman+Huey talked about the seamless integration between SafeSend and SurePrep, and Thomson Reuters' open ecosystem. Altogether, it's empowered Kramer and his firm to build the workflow they need, at their pace.

"All of these different tools are connected and speak well to each other—and it works," Kramer said.

"Friedman+Huey is a great example of what our approach to openness was always for," Allen Stahl, Strategic Director of Tax at Thomson Reuters, said. "Firms can build out their tech stack at their own pace, in their own order, and the platform supports it."

Come by Table 28 for more (and for tons of swag)!

Check out our May slate of webinars.

5/5: Humanizing AI - How Tax Automation Elevates Tax Professionals (LinkedIn)
Register: https://hubs.la/Q04fxCn30

5/7: [CPA Academy] New Software & You: Elevating Your Tech Stack (CPE Credits)
Register: https://hubs.la/Q04fxv8n0

5/12: Why Tech-Forward Firms Have the Inside Track to the Future (Linkedin)
Register: https://hubs.la/Q04fxBcc0

5/26 - Post-Busy Season Review: Turning Pain Points into Progress (Rebroadcast from April 28; LinkedIn)
Register: https://hubs.la/Q04fxtHr0