Ever had a client say “I never got the email” about their tax return? Tired of chasing clients for signatures and document approvals? Learn how to cure this headache with SafeSend’s first CPE course on Earmark.
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:
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Why traditional delivery methods drive clients crazy
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How to get even your tech-resistant clients to adopt new tools
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Smart ways to automate document delivery and e-signatures
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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://www.earmark.app/c/1913
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