Archives

[Recording] Streamlined Workflow & Best Practices for Virtual Bookkeepers

If you’ve been dreading the need to sort through a multitude of online apps to simplify your bookkeeping workflow, go paperless, gather client documents electronically, and automate your systems for more accuracy and less frustration, then this free online class is for you! We’ll be jumping into the nuts and bolts of building and running …

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[Recording] Taking the Work Out of Workflow

Pro Tips for Speeding Up and Simplifying Your Accounting Workflow Knowing the right tools and learning to leverage them for your business can be the difference in explosive growth and lackluster performance. Join Joe Woodard and Eric Pulaski for this 1 hour web seminar to learn how you can “Take The Work Out of Workflow”. …

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[Recording] Customer Exclusive: What’s New (and What’s Coming) in SmartVault for TY16

SmartVault is investing heavily in product enhancements to make our solution even easier for you and your clients to use. We’ve listened to your feedback, and heard what improvements you want to see – now we’re excited to tell you what we have planned in support of Tax Year 2016. SmartVault customers are invited to …

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[Recording] It’s 10:00. Do You Know Where Your Client Data Is?

Exploring a Day in the Life of Your Client Data, and Assessing Your Security & Compliance Risk Recorded January 6, 2016 @ 2:00 PM Eastern Time A typical accountant exchanges hundreds, possibly thousands, of documents with their clients over the course of a year. These documents contain sensitive personal and financial information, and travel through …

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[Recording] What’s New in SmartVault for TY15

Get a Sneak Peek at New Features in SmartVault for Lacerte and ProSeries Recorded Session Available On Demand SmartVault for Lacerte and ProSeries customers are invited to join our CEO, Eric Pulaski, for an introduction to the new features coming to SmartVault for TY2015. Here’s a sneak peek at what you’ll see: Support for Lacerte …

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[Recording] Customer Exclusive: What’s New & Cool in SmartVault for Accountants

Recorded Wednesday, October 21, 2015 SmartVault’s mission has always been to help accounting professionals work faster and smarter in the cloud, by combining document management, client portals, and integration with accounting apps into a single solution. And now with our release of the new SmartVault for Accountants, we’re taking a giant leap forward, by introducing …

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[Recording] Building Your Collaborative Client Accounting Ecosystem

Join Darren Root, CPA.CITP, for a guided tour on integrating the right technologies to achieve ultimate efficiency in your client accounting workflow

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[Recording] How to Streamline Your Bookkeeping Business Workflow in the Cloud with SmartVault

Recorded Thursday, October 17, 2013 @ 6:00 PM Central Time Join Professional Bookkeeping Guru Gabrielle Fontaine, and SmartVault CEO Eric Pulaski, for a free live training webinar to learn: The super simple ways to quickly convert paper files into secure, electronic documents (this is so easy, even your most technically challenged clients can do it!) …

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[Recording] Partnering for a More Secure Cloud Webinar Series

Recorded May 2012 The message to small businesses and accounting firms is clear – it’s time to get on board with cloud technology, or get left behind. Cloud solutions promise anytime, anywhere availability, easy deployment, increased productivity, and lower costs. But as more businesses make the move to cloud-based services, they are having to take …

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