[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 join our product team for a look at the newest features in SmartVault, and a sneak peek at what’s coming for TY16.

Join SmartVault CEO Eric Pulaski, and Senior Product Manager Russell Banks, for an overview of:

  • New features on your wish list, including eSignature integration and enhancements in the Connected Desktop
  • Performance and usability improvements across the Connected Desktop, Portal, and PDF Printer
  • Major investments in making SmartVault faster and easier to use for your clients and your staff

We’ll also reserve time at the end of the session for live Q&A with our product team – so bring your questions! You don’t want to miss the opportunity to hear directly from the SmartVault product team.

Click here to review the recording

Note: This webinar is geared toward existing or former SmartVault users who are interested in learning about new and upcoming features in SmartVault. If you’re new to SmartVault and want a more comprehensive demo, check out Get to Know SmartVault for Lacerte and ProSeries.

Hosted by…

Eric Pulaski, CEO and Founder of SmartVault

Eric Pulaski, CEOEric founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.

Russell Banks, Senior Product Manager for SmartVault

Russsell BanksAs Senior Product Manager, Russell provides strategic direction to enhance the company’s flagship offerings. Russell oversees the development and delivery of new offerings and priority content that solves common customer issues. Having previously worked at Intuit, Russell brings a unique perspective of the accounting professional to his role. With a wealth of strategic expertise and a laser focus on enhancing the client experience, Russell strives to improve customers’ workflow allowing them to operate more efficiently and gain work/life balance.