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

Eligible for 1 Hour CPE Credit!
Next Session: October 26, 2016 @ 2:00 PM Eastern / 1:00 PM Central
November 9, 2016 @ 2:00 PM Easter / 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:
October 26, 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. 

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…

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.