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[RECORDED WEBINAR] 3 Steps to a More Efficient Accounting Workflow

How much time do you spend waiting each day? We are constantly waiting for clients to send in documents, waiting on feedback, waiting on approvals to move forward. All of this results in additional time wasted trying to figure out what you DO have so you can get work done. Streamlining your workflow and automating …

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[CPE WEBINAR] Get to Know SmartVault for Tax Prep

Join us for an interactive demo of SmartVault’s integrated document management and client portal solution, built from the ground up for accountants and tax preparers. In this session, we’ll demonstrate: How an integrated document management and client portal solution can speed up and simplify your workflow Printing and sharing tax returns right from your tax …

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[RECORDED WEBINAR] App Happy: The Simple 6-Step Process for Choosing the Right Apps for You

Using cloud-based accounting software is the simple, accepted way to scale up your bookkeeping business. Making the move to QuickBooks Online or Xero is straightforward enough, but that’s where simple ends. The real challenge is in what happens next. How do you cut through all the noise in the marketplace and choose from thousands of …

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[RECORDED WEBINAR] 3 Steps to Improve Workforce Productivity with SmartVault

With SmartVault, your data is secure and encrypted, backed-up and always available 24/7/365, but the benefits for your business do not end there. Construction companies, doctor’s offices, accountants, law firms, restaurant chains, independent bookkeepers, and more have learned to leverage SmartVault’s robust document management and file sharing capabilities to build efficient workflows for their staff, …

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[RECORDED DEMO] Get to Know SmartVault for Accounting

Learn how SmartVault can help you streamline data collection, access & manage client information quickly, and share files securely while staying in compliance.

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[RECORDING] Customer Exclusive: What’s New (and What’s Coming) in SmartVault for Accounting Pros

Stay up to date on features and enhancements we’ve added to SmartVault to help streamline your workflow, plus get a sneak peek at what’s coming next… SmartVault continues to invest in new features and enhancements that make our solution easier to use for you and your clients. Our roadmap is driven by customer input — …

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[RECORDING] Experience is Everything! Why Client Experience is Key to Getting (and Retaining) More Clients

Join Darren Root, CPA.CITP, for a guided tour in how to develop an outstanding client experience along every step of their journey from awareness to repeat business.

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[Recording] How to Automate Your Document Workflow for Virtual Bookkeepers

Join Gabrielle Fontaine, PB, ASBC as she shows you how to use SmartVault and Hubdoc to turbo-charge your document workflow that integrates with QuickBooks Online and Xero.

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[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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