SmartVault In Action Webinar Series

Our SmartVault in Action live webinar series is your interactive connection to the latest and greatest that SmartVault has to offer. Whether you're a SmartVault customer, partner, or just want more information, our webinars give you a front-row seat to explore the ins and outs of going paperless, view live demos of SmartVault, and join in interactive Q&A sessions.

• Putting SmartVault into Practice at Your Firm
• Getting the Most out of SmartVault
• Get to Know SmartVault
• Setting Up Shop in the Cloud
• What's New and Cool in SmartVault
• SmartVault in Your Hosted Desktop Environment
• Integrated Paperless for Virtual Software Customers

Putting SmartVault into Practice at Your Firm

Join Eric Pulaski, CEO and Founder of SmartVault Corporation, for an introduction to SmartVault’s easy to use and intuitive solution for securely storing and sharing files online. Discover how you can work the way YOU work, by integrating SmartVault’s document management capabilities into the applications and devices you’re already using today - so your files are available to you no matter what app or device you are using. You’ll also see a live demo of SmartVault in action, and explore best practices for accounting firms.

Recorded Session Available:

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Take SmartVault Home for Personal Document Management

You already love what SmartVault does for you in the office to help you reduce paper clutter, back-up your documents for disaster prevention, and share files securely. So why not take SmartVault home with you to leverage the same security features and clutter control for personal documents? Your existing SmartVault account can be used at home to securely store and share bills, medical records, insurance documents, financial statements, and more. The possibilities for storing and sharing with SmartVault are nearly endless, so come learn more about how you can leverage the solution you already love at work to make your home life easier too.

Recorded Session Available:

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Get to Know SmartVault

If you're new to SmartVault, or just want to take a tour of how it all works, Get to Know SmartVault is your one stop for everything you need to know about making the switch to paperless. You'll learn how you can benefit from a SaaS-based document management solution, see a live Web demo of SmartVault, and get answers to everything you've ever wanted to know about SmartVault!

Recorded Session Available:

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Working with Clients on SmartVault

Bookkeepers and accounting professionals understand the value of a paperless workflow, but getting your clients to take the leap can be challenging. You'll learn how to manage all of your clients from a single SmartVault account, to enhance your bookkeeping workflow, and save countless hours by eliminating manual, paper-based tasks. You'll also see a live demo of SmartVault, and learn how our Client User Packs can make the paperless dream a reality for you and for your clients!

Recorded Session Available:

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Setting Up Shop in the Cloud

Sure, the cloud seems okay for email and simple file collaboration, but would you really use it for storing and sharing your most sensitive business documents and financial information? Concerns around data security and privacy are common when considering an online document storage solution for your firm. Gain insights into the efficiencies online collaboration can bring to your firm, plus:

• Best practices for storing and sharing data inside the firm and with clients
• Differences between local, hosted, and online (cloud) applications
• Advantages and efficiencies of offsite document storage

Recorded Session Available:

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What's New and Cool in SmartVault

At SmartVault, we are constantly releasing new features and functionality based on customer feedback. You'll get an up-close and personal view of our latest product releases, pricing plans, and features. This is also a great opportunity to ask questions about the latest version of SmartVault, and tell us what features you'd like to see incorporated in our next release.

Recorded Session Available:

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Integrated Paperless for Virtual Software Customers

Integration with Virtual Software's powerful and completely web-based time and expense tracking makes it easy to access, store and share documents anytime and anywhere over the web. In this webinar, you'll learn about the benefits of web-based time and expense management and see a live demo of SmartVault's integration with Virtual Software.

Recorded Session Available:

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SmartVault in Your Hosted Desktop Environment

Learn more about the top QuickBooks® hosting providers, and see a live demo of SmartVault in a hosted desktop.

• SmartVault in the InsynQ Hosted Ecosystem
     View Recorded Demo On-Demand
• SmartVault in the Right Networks Hosted Desktop
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• SmartVault in the RealTime Bookkeeping e-Dashboard
     View Recorded Demo On-Demand

Be sure to bookmark this page — we're always adding new topics to the series! Is there a topic you'd like to see covered in our webcast series? Send an email to corporatenews@smartvault.com and suggest our next topic. As always, we appreciate your feedback.