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SmartVault in Action: Get to Know SmartVault

July 09, 2009  02:00
Live via GoToWebinar
https://www2.gotomeeting.com/register/290148850

You already love the ease-of-use of the QuickBooks® interface, why not transform it into a paperless system that is both simple and intuitive?

Join us for a interactive presentation and learn how SmartVault can help you streamline document management and enjoy built-in QuickBooks organization, via the SmartVault toolbar, Web portal, and Inbox.

Learn more about this Live Webinar here.

Register Now!

Taking the Fear Out of Transitioning to SaaS and a Paperless Environment

August 11, 2009  12:00
https://www2.gotomeeting.com/register/486201858
Houston, TX

Hear from one tech-savvy firm that is living the paper-free dream... and the ease of their transition. 

The accounting profession is more than aware of the value of SaaS applications and going paperless …accelerated efficiency, streamlined workflow, and increased profitability are among the most touted benefits. So, the real question is not what paperless can do for you, but how you get there. 

During this webcast, you will hear about the most common questions and fears CPAs have about going paperless and implementing SaaS applications. You will also learn of proven and tested solutions that helped one firm make the transition—and why they will never go back. If any of the following questions have ever stopped you from taking the leap, this presentation provides the insight required to move past the fear and into the convenience and efficiency of a paperless, SaaS-based work environment. 

Tuesday, August 11 @ 1:00 PM CDT - Click to Register!

Past Events

See Us at the 2008 New Jersey Accounting, Business & Technology Show

May 21, 2008  
Meadowlands Exposition Center
Secaucus, NJ

Join SmartVault Corporation at the 2008 New Jersey Accounting, Business & Technology Show to see a live demo of SmartVault for QuickBooks®. The Free Show will focus on new computer-savvy systems for CPA practices and client operations. A leading CPA last year said, “It’s all about growing our CPA and client business. We have to be there.”

For more information about the conference, click here.

See us at the 2008 Florida Institute of CPAs FABExpo

May 29, 2008  
Gaylord Palms Resort and Convention Center
Kissimmee, FL

The annual FABexpo provides tremendous value to CPAs featuring keynote speaker, Lou Holtz, cutting-edge course topics and social networking events at a low registration price.  As one of Florida’s most popular CPE events, the highly respected FABexpo offers up to 22 hours of quality CPE programs.  This event is notorious for fulfilling the distinct educational needs of CPAs and helping them stay at the forefront of the profession.

2008 California Accounting & Business Show & Conference

June 12, 2008  
LAX Hilton Hotel
Los Angeles, California

Join SmartVault™ Corporation at the 2008 California Accounting & Business Show & Conference to see a live demo of SmartVault™ for QuickBooks®. The Free Show will focus on new computer-savvy systems for CPA practices and client operations. As the largest meeting of CPAs and accounting and business executives in California in 2008, the show will serve as a free super search engine for CPA systems and financial services.

For more information about the conference, click here.

Free Webcast: Going Paperless with SmartVault

July 02, 2008  10:30
SmartVault Corporation
The Sleeter Group
Speaker: Doug Sleeter  (CEO, The Sleeter Group)

In this free webcast, Eric Pulaski, CEO and Founder of SmartVault will demonstrate how small businesses are maximizing efficiency by managing their documents within QuickBooks®.

View a live product demo, and see for yourself why SmartVault is the smartest way to store and share your documents. In addition, we will provide details about our SmartAdvisor Program for Practicing Accountant, and explain how you can store and share your documents absolutely FREE.  

Learning Objectives:

  • Understand how small businesses can safely and simply go paperless with SmartVault
  • Explore the benefits of storing and sharing documents online
  • Discover why seamless QuickBooks® integration makes document management easier than ever
  • View a live product demo
  • Learn more about our FREE SmartAdvisor Program for Practicing Accountants

Visit The Sleeter Group's website to register now!

The new genre of solutions is helping practitioners help their clients — AND themselves!

August 14, 2008  02:00
The CPA Technology Advisor
Sponsored by: SmartVault Corporation
Speaker: Greg LaFollette  (Executive Editor of The CPA Technology Advisor)

Join Greg LaFollette, Executive Editor of The CPA Technology Advisor, and Eric Pulaski, CEO and founder of SmartVault Corporation for this FREE webcast. All registrants will automatically be entered for a chance to win a free Apple iPod Touch!

LEARNING OBJECTIVES
  • Discover how QuickBooks integration dramatically simplifies going paperless
  • Weigh the Pros and Cons of web-based document management
  • Evaluate simple disaster planning and recovery techniques
  • Explore ways to save time and money with low-cost collaboration and workflow automation
  • Enable instant, "always-on" access to your clients' QuickBooks data and support documents
  • Evaluate competing solutions

REGISTER NOW!

See us at the 2008 Illinois CPA Society Business & Technology Solutions Show

August 19, 2008  
Donald E. Stephens Convention Center
Rosemont, IL

Stop by Booth 1134 at the Illinois CPA Society Business & Technology Solutions show to see a live demo of SmartVault™ and learn more about the latest business and technology products. As The Midwest's Premier Event for Finance and Business Professionals, the conference will feature 9 tracks of cutting-edge, quality education, expert keynote speakers and much more. 

To register for the conference, click here

See SmartVault at the QuickBooks Enterprise Solutions User Conference

September 10, 2008  
Hyatt Regency Dallas
Dallas, Texas

We are very excited to announce the 3rd annual QuickBooks Enterprise Solutions User Conference. This year’s event promises to help you explore new frontiers as you continue to grow and manage your business with Enterprise Solutions.

Stop by our booth to see a live demo and enter to win a free iPod Touch!

Join us at the Sleeter Group 2008 Accounting Software Consultant Conference, November 10-13, 2008 at the Renaissance Glendale Hotel in Phoenix, AZ.

November 10, 2008  
Renaissance Glendale Hotel & Spa
Phoenix, AZ

SmartVault will be an exhibitor at The Sleeter Group’s 5th annual Accounting Software Consulting Conference in Phoenix, AZ. The 2008 event will be held at the Renaissance Glendale Hotel & Spa. The conference will bring together QuickBooks & accounting software experts, Intuit representatives and software developers from across the nation. Attending the conference will empower you to strengthen your networking relationships, help you make smarter and more strategic investments in technology, and help you best leverage the industry’s leading accounting software and services.

SmartVault will be participating in the conference, showcasing our product, designed specifically for users of QuickBooks. Be sure to stop by our booth to see a demo and enter our raffle prize drawing for an Apple iPod Touch. To register for the conference visit www.sleeter.com/seminars or call 1-888-484-5484. Register by 9/10/07 and save on registration fees.

Webinar: How Accountants are Helping Their Small Business Clients Go Paperless

December 04, 2008  02:00
Webcast
Houston, TX
Speaker: Stephen King, CPA

As a member of the SmartVault community, we wanted to invite you to this free webinar hosted by Bill Carlino, Editor-in-Chief of Accounting Today, featuring presentations by Stephen King, CPA and innovator in the accounting industry and Eric Pulaski, SmartVault CEO. They will discuss the benefits of a paperless environment - and also be taking your questions live!

REGISTER NOW!

Learning Objectives

- Discover how QuickBooks integration dramatically simplifies going paperless
- Weigh the Pros and Cons of web-based document management
- Evaluate simple disaster planning and recovery techniques
- Explore ways to save time and money with low-cost collaboration and workflow automation
- Enable instant, "always-on" access to your clients' QuickBooks data and support documents

Register Now

See Us at the 2009 New Jersey Accounting, Business and Technology Show

May 06, 2009  
The Meadowlands Exposition Center
Secaucus, New Jersey

Stop by our booth at the 2009 New Jersey Accounting, Business and Technology Show, to see a live demo of SmartVault! The Free Show will focus on new computer-savvy systems for CPA practices and client operations.

A leading CPA last year said, “It’s all about growing our CPA and client business. We have to be there.” See new products for the first time in New Jersey. The low-cost conference offers CPE sessions at $45 per day, or $60 for 2 days of CPE.
 

Free Webcast: Going Paperless is More Than Just Scanning Documents...

May 19, 2009  
CPATA.com
Register Online
Speaker: Darren Root  (Executive Editor, The CPA Technology Advisor)

While the benefits of a document management solution have been widely touted, many traditional systems can be time-consuming to learn and costly to implement. Who really has the hours to master something new, much less train the rest of their staff? It’s not enough to simply scan and upload documents, emails and faxes. To add real value to your workflow and client interactions, your documents must be easily organized and intuitively accessed by both you and your clients.

In this presentation, you will discover how to seamlessly transform QuickBooks into a simple document management system, combining the value of a traditional document management system with the ease-of-use of the QuickBooks interface that you and your clients already know. You’ll not only benefit from greater time efficiencies and enhanced client collaboration, you can deliver increased value to your clients by showing them how to strengthen their internal controls, reduce the risk of fraud and improve preparation for audits – all while leveraging QuickBooks, a solution they already use today.

  • Discover why an integrated QuickBooks solution is good for your practice and your clients
  • Streamline client communication by enabling instant access to your clients’ QuickBooks data, documents, e-mails and notes
  • Increase your service offering and value to your clients by promoting audit preparedness and secure, off-site document backups
  • Manage multiple clients in minutes, no complicated set up or training required 

View Archived Webcast On-Demand Now!

View More

Florida Accounting and Business Expo

May 28, 2009  
Gaylord Palms Resort and Convention Center
Orlando, FL

 Get your groove on where the selections are endless in a mix of educational sessions, networking gigs and trade-show exhibits. With its premier speakers, forward-looking topics and hip social networking events, the FABexpo fulfills the distinct educational needs of CPAs and keep them at the forefront of the profession.

Avoid any potential risk to your CPA license and maintain your education. As one of Florida’s most popular CPE events, the highly respected FABexpo offers up to 22 hours of quality continuing professional education. With professional leaders as our speakers, including Keynote Speaker Robert R. (Bob) Harris, CPA, it's truly the place to be.

Register Now! 

2009 California Accounting & Business Show and Conference

June 01, 2009  
Hilton Los Angeles Airport
Los Angeles, CA

 The Free Show will focus on new computer-savvy systems for CPA practices and client operations. A leading CPA last year said, “It’s all about growing our CPA and client business. We have to be there.” See new products for the first time in California. The low-cost conference offers CPE sessions at $40 per day.

  • See, examine and meet the leading accounting, financial and business exhibitors at one time and in one place.

  • Network with your peers at the largest meeting of CPAs in California with over 2,000 in attendance.

  • Those who should attend include: California CPAs in public practice; CPAs in industry; tax preparers and financial advisors; clients and accounting professionals who are not CPAs; small business owners and users of accounting; corporate executives who manage accounting enterprise financial systems.

  • See 150 exhibitors including financial services, financial planning, business services, small business services, reference services.

  • Financial services are now commissionable in California, and the newest income opportunities for CPAs.

  • The Show is free. Save time. Register online.

  • The Conference is $40 for 5 hours of CPE each day. Register online for the CPE conferences. ($50 per day after May 13th.)

  • Nationally recognized speakers offer new information vital to practicing CPAs and their clients.

    Register Now!

XCM Solutions User Conference

June 18, 2009  
Hyatt Harborside Hotel
Boston, MA
Speaker: Mark Foster  (VP, Product Management)

Join us for the 2009 XCM Solutions User Conference, an interactive two-day event designed to help you learn, share and practice techniques and strategies for greater success. This year's expanded program features sessions in three different tracks that will help you learn how to work more productively and identify opportunities to improve profitability.

Register now and stop by our booth to see a live demo of SmartVault! 

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