Striking the right balance between automation and personal connection is key to delivering great client service. In this webinar, Joe Wroblewski, Senior Sales Engineer at SafeSend, tackles a common misconception—that automation, especially in tax software, results in a cold, impersonal experience. Too often, what’s seen as the “white-glove” service is just inefficiency disguised as personalization. Things like repetitive emails and letters that could easily be automated. Let’s dive into how you can streamline processes without losing the personal touch. 

Joe Wroblewski will explore how strategic use of automation can enhance client interactions rather than detract from them. By automating routine tasks, professionals can free up valuable time to focus on more meaningful and personalized client engagements. This approach improves efficiency and fosters stronger client relationships, leading to increased referrals, enhanced prestige, and a higher return on investment. Join us to learn how to leverage automation to complement and elevate your client service, ensuring a balance that drives both operational excellence and personal touch. 

Learning Objectives: 

• Recognize how automation in tax software can enhance, rather than diminish, the quality of client interactions and overall service delivery


• List common inefficiencies in traditional methods of personalization, such as routine emails and letters, and how automation can streamline these processes


• Determine how automating routine tasks can create more opportunities for meaningful, personalized client engagements


• Identify strategies to use automation effectively to build stronger client relationships, increase referrals, and achieve a higher return on investment

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