SafeSend

A guess? Sometimes. A pinch of salt? Of course. A 1040? Not on our watch.

Happy National Fudge Day from the team that takes accuracy (and dessert) seriously. 🍫

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

We're at AICPA Enage in Las Vegas! Come see us for demos, swag, a chance to win an iPad, and more!

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. 👇

What’s a useful post-busy-season exercise? Why a vendor security check-up, of course!

Here are 5 questions worth asking every tax workflow vendor in your tech stack:

1. What security certifications and compliance standards do you maintain?
2. How do you handle data protection and encryption?
3. What are your employee security protocols?
4. How do you handle security incidents and communications?
5. What’s your track record with security and updates?

What are the answers you should expect to hear? We’ve laid out all out here 👉 https://hubs.la/Q04h8JCC0

Hot take: The U.S. Department of Education just finalized regulations excluding accounting from the list of professions eligible for $200K in graduate student loans. (Read it here: https://hubs.la/Q04h8WBV0)

11 professions made the cut. Accounting didn’t. 🤯

Where do you land? Disappointed? Unsurprised? Already moving on?

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)!

After every busy season, firms make a quiet list of things to fix before next year. What’s number one on yours?

⚙️Process improvements
💻Tech stack evaluation
👩‍🏫Staff training & retention
👋Client cleanup (so long, D-list)

Drop your runner-up in the comments. 👇

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

No pitches here. We just want to know what the accounting community is reflecting on now that busy season’s finally over. The best ideas in this profession come from people who have been in the trenches (i.e., you).

We’d love to hear what your firm would do differently. Drop your observations below.👇