More Than Just Saving Time and Money: How Automation Tools Are Helping Firms Overcome the CPA Staffing Crisis

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:

• Key challenges posed by the CPA staffing crisis and their impact on firms.
• How SafeSend One’s automation and machine-learning features directly address the needs of short-staffed teams.
• Strategies to integrate talent and technology, balancing immediate business demands with long-term recruitment and retention goals.