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Business Process Consulting for Your Firm

Take Advantage of Technology to Make Each Day Easier for Your Staff & Clients

Schedule a 15-minute call with one of our consultants to understand which level of Business Process Consulting is right for your firm!

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Work Better, Keep Employees Happy, & Increase Productivity

When you choose to work with the SafeSend Consulting team to evaluate your internal firm workflow, you win! We will get to know how you work, identify your business goals, and make recommendations on the best way to leverage technology solutions to increase your overall staff satisfaction, productivity, and profits! Three different levels of Business Process Consulting let you choose the right amount of guidance for your firm.

  • Identify workflow gaps & areas of success
  • Overcome obstacles
  • Reduce staff headaches and frustration
  • Get team buy-in for the improved process
  • Customize a technology & accountability plan
  • Define next steps to move forward

Implement Lean Six Sigma Techniques to Increase Your Firm’s ROI!

What to Expect During Business Process Consulting

Our LEAN-certified consultants take the time necessary to understand the way your firm works and make actionable recommendations that your firm can start using the same day! We continuously collaborate with thought leaders and technology partners in the profession to bring you the latest and best solutions.

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Silver Level Consulting Package

Expand use of the SafeSend Suite within your firm to drive firm efficiency and elevate client service. We will help you take the first step.

Silver Level Consulting Package
STAFF COMMITMENT EDUCATOR TIME COMMITMENT INVESTMENT
Team Champion, Team Leader, Admin Leader SafeSend LEAN Consultant 2-hour Virtual Session Complimentary for firms using SafeSend Returns

At SafeSend, we are driven to help our customers succeed through continuous improvement and enjoy building relationships through simplifying every touchpoint of the tax engagement process. Get started by scheduling a free 15-minute call to see if this is the right option for you!

Gold Level Consulting Package

Improve your processes by effectively leveraging the latest technology. Stay focused on the future by implementing an effective LEAN approach.

Gold Level Consulting Package
STAFF COMMITMENT EDUCATOR TIME COMMITMENT INVESTMENT
Team Champion, Team Leader, Admin Leader SafeSend LEAN Consultant Two 4-hour (half day) Virtual Sessions $5,000

Lean Six Sigma process improvement initiatives have consistently been more effective in achieving greater ROI when incorporating SafeSend solutions. Get started by scheduling a free 15-minute call to see if this is the right option for you!

Platinum Level Consulting Package

Create an entirely custom consulting session that addresses the unique pain points of your firm. Take advantage of the combined knowledge of thought leaders and preferred partners in your consultation to drive results.

Gold Level Consulting Package
STAFF COMMITMENT EDUCATOR TIME COMMITMENT INVESTMENT
Varies SafeSend LEAN Consultant,
Leading Process Consultant Partner
Varies Starts at $10,000

In collaboration with Leading Process Consultants, we have developed an in-depth consulting option that will optimize your efficiency and bring greater focus to the overall workflow in your tax practice! Get started by scheduling a free 15-minute call to see if this is the right option for you!

It Is Time to Streamline Your Business Process & Drive Results!

1. Schedule a 15-minute call

2. Choose the right consulting level

3. Make your firm run smoother

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