Tax Intake, Delivery, and E-Signatures Webinar

February 5, 2025

In this session, we'll talk through best practices and recommendations for tax document intake, tax return delivery, and the e-signature process.

Learning Objectives:

- Examine steps to streamline tax document intake, delivery, and e-signature processes.
- Evaluate workflow strategies to improve operational efficiency in the tax process.

Intended Audience: This session is for all firm team members especially those involved in the document intake, tax return delivery, and e-signature processes.