[Recording] Workflow Webinar Series: Focus on the Accounting Firm

By now, you understand the value cloud services can bring to your practice – helping you boost efficiency and drive more profitability. But how do you take the next step in making it happen for your firm? Simple. Look across the workflows in your practice that are the most paper and time intensive, pick an area to focus on, pick a few clients to test a new workflow with – and measure the results. Sound easy enough? (Don’t worry, we’ll help you get there!)

Our new Focus on the Firm webinar series is designed to help you get the most out of SmartVault as a CPA, tax preparer, or bookkeeper. Register for a live session, or watch a recorded webinar online 24/7 –

    • SmartVault Workflow for Tax Preparation

      Recording No Longer Available
      See how tax preparers can use SmartVault to easily and securely send and receive documents from clients, export and save tax returns from popular tax prep software directly to SmartVault, distribute returns securely to clients,  and more.

    • SmartVault Workflow for Bookkeeping

      Recording No Longer Available
      Learn how you can help your clients go paperless, securely access and exchange files anytime and anywhere online, attach and view source documents directly inside of QuickBooks, easily backup and restore clients’ QuickBooks company files, and more.

    • Putting SmartVault into Practice at Your Firm

      Recording No Longer Available
      Get a comprehensive look at SmartVault’s solution for securely storing and sharing files online. Discover the many ways SmartVault can enhance your accounting workflow – from securely distributing tax returns to your clients, to creating an electronic Inbox to allow clients to quickly and easily upload files to you.  

And if your clients are interested in learning more about SmartVault, invite them to check out our latest recording of  The SmartVault Crash Course – everything small businesses need to know about SmartVault, in under an hour!