Join SafeSend® as they share the journey of the evolving tax organizer and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment. Firms know the frustration around getting clients to complete a long client organizer, especially when much of the information does not apply. It’s time to discover a new way of getting the information you need as a tax preparer to complete the return. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.