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

Eligible for 1 Hour CPE Credit!
Next Session: January 24, 2017 @ 2:00 PM Eastern / 1:00 PM Central

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 prep application, in a single step
  • Streamlining the process of collecting documents from clients, and distributing client organizers
  • Improving your security posture with a secure, compliant file sharing solution
  • Bolstering your professional image and improving client satisfaction with a custom portal, branded to match your firm’s website

We’ll also reserve time for live Q&A at the end of the session. So bring your questions!

Upcoming sessions:
January 24, 2017 @ 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. 

Note: all sessions are Central Time. Once registered, you’ll receive an email confirming your registration, with the information you need to join the webinar.

Watch a Recorded Session:

None of the times above work for you? Watch a recorded session on demand now.

Hosted by…

Sam Santangelo, eLearning Content Manager at SmartVault

sam-santangelo-circle-90x90Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.