Join SafeSend’s Andrew Hatfield, co-founder and Chief Growth Officer, as he shares the journey of solving pain points experienced on the front-end and back-end of the tax process. Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation. Don’t settle for clunky solutions and processes filled with manual tasks that cause anxiety and burnout among staff. You deserve more!
By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.
Learning Objectives:
SafeSend
Co-Founder & Chief Growth Officer
[email protected]
(800) 716-2558
Andrew Hatfield, SafeSend Co-founder & Chief Growth Officer, leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.
SafeSend
Product Enthusiast
[email protected]
(800) 716-2558
Shirley Chen is a SafeSend Product Enthusiast based in Commerce, Michigan. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry. She has a proven track record in helping firms embrace human-centric technology adoption and succeed by capitalizing on efficiency gains. Shirley is a certified Scrum Product Owner and PMC, who loves to use stories to bridge knowledge gaps and to help firms re-imagine their tax practice management. She has been working for SafeSend since 2021 and has interacted with over 1,000 firms. Her research paper on Digital Transformation was published as an editorial piece in the Journal of the Association for Information Systems in 2022. She is a proud University of Michigan alumna and football fan.