SmartVault continues to invest in new features and enhancements that make our solution easier to use for you and your clients. Our roadmap is driven by customer input — we’ve listened to your feedback and we are excited to tell you about what’s new and what’s next (including eSignature integration – scheduled to release in December!)
Join Senior Product Manager Russell Banks, and eLearning Manager, Sam Santangelo for an interactive session covering:
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. Register for one of two sessions below.
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 Tax Prep or Get to Know SmartVault for Accounting Pros.
As 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.
Sam 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.