Recording: Using SmartVault for Tax Prep

Wednesday, July 25 @ 1:00 PM Central Time

Part of our “Focus on the Firm” Workflow Series!

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!)

In this interactive webinar, we will show you how SmartVault can be integrated into your tax prep workflow so that you can work more efficiently, be more responsive to your clients, and ultimately deliver more profit to your practice. In this session, we’ll show you how you can:

  • Use SmartVault to export and store returns generated using Intuit’s ProSeries and Lacerte tax preparation software (or any other tax prep tool) in specific client folders
  • Distribute tax returns securely – and automatically notify clients that their return is ready
  • Provide your clients with an easy way to securely send or upload files directly to you for processing (please… no more dropping the  shoebox full of receipts at your office!)
  • Get to know the SmartVault Plug-in for Microsoft Outlook – and securely share files without ever leaving your email!

We’ll show you all that in less than an hour – and we’ll even take 10 to answer your questions live.

Hosted by: Eric Pulaski, CEO and Founder of SmartVault Corporation

SmartVault is a secure document storage and file sharing solution designed for business users. Eric Pulaski, SmartVault’s founder and CEO, has spent more than 20 years in enterprise software development, the bulk of that time as CEO of Bindview, an Internet security company acquired by Symantec. He has built a team of passionate people that care about building technology that is easy to use and can add immediate value to your business.

Our vision is simple – to radically simplify the work of storing and retrieving documents – and to make sharing files with the right people safe and easy.  If we do our jobs right, you will spend less time filing, retrieving and copying files – and more time growing your business… and having fun!