Sales Executive
SafeSend
Steven is a Sales Executive at SafeSend, bringing over a decade of experience in tax industry software. With a deep understanding of the market and a proven ability to connect solutions with customer needs, he is dedicated to helping firms streamline their workflows and maximize efficiency. His expertise and commitment to client success make him a trusted advisor in the industry. An Army veteran, Steven lives in Meridian, Idaho, with his wife and three daughters. Outside of work, he enjoys shooting sports, camping, fishing, motorcycle riding, and embracing new outdoor adventures.
Experience an inspiring real-world success story highlighting the journey of two businesses working together, shedding light on the obstacles they overcame and their achievements. As a generational talent shortage grips the industry, tax and accounting firms are having to do more with less. At the same time, expectations for client experience have never been higher. In this session, we’ll cover how automation software improves efficiency, streamlines workflows, and minimizes or even completely removes tedious manual tasks, all while empowering firms to deliver an unrivaled client experience. Learn how these tools empower your team to deliver a superior client experience while positioning your firm for sustainable growth.
What you’ll learn: