Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of solving frustrations around client organizers—from paper to digital—and helping firms build a successful workflow. They’ll discuss how using digital, fillable client organizers within the SafeSend Suite is a smart technology investment, potentially reducing costs by replacing existing file share or portal tools.
Thousands of firm clients use SafeSend’s proven solutions to eliminate client frustration with no usernames or passwords to remember. These solutions replace paper with digital, fillable organizers and questionnaires.
Top firms know that the SafeSend Suite allows you to send engagement letters, organizers, and questionnaires, and gather source documents digitally, making it easy for staff and clients. Join SafeSend as we share ways to increase your firm’s success around client organizers and source document gathering in the tax workflow process.
Learning Objectives:
SafeSend
Co-Founder & Chief Innovation Officer
[email protected]
(949) 510-3365
Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.
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
Senior Product Enthusiast
[email protected]
(800) 716-2558
Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.