Demo: Get to Know SmartVault for Accounting (1 Hour CPE)

Next Session: November 10, 2016 @ 2:00 PM Eastern / 1:00 PM Central

Eligible for 1 hour of CPE Credit!

SmartVault has upped the game when it comes to helping accountants and bookkeepers speed up and simplify their day-to-day document workflow. Collect, manage, prepare and share all client information with speed and efficiency.
Join us for a live demonstration of the newly released SmartVault for Accountants, including live Q&A with SmartVault CEO Eric Pulaski.

Give us an hour, and we’ll show you how you can:

  • Streamline data collection – get the information you need from clients quickly and efficiently
  • Access and manage client information quickly and easily – client information is at your fingertips from the Connected Desktop, or right from your accounting application
  • Save time when distributing client information – use bulk email and mail merge to send custom emails to 5, 50 or 500 clients
  • Set up new clients faster and more efficiently – automatically set up folders, users, security and workflow rules
  • Share files securely and stay in compliance – with a built-in custom branded client portal they can access right from your website

Upcoming sessions:
November 10, 2016 @ 2:00 PM ET / 1:00 PM CT

Register Now >>

Can’t make the live event? Watch a recording now. Note: recorded version is not eligible for CPE. 

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.