[Recording] Customer Exclusive: What’s New & Cool in SmartVault for Accountants

Recorded Wednesday, October 21, 2015

SmartVault’s mission has always been to help accounting professionals work faster and smarter in the cloud, by combining document management, client portals, and integration with accounting apps into a single solution. And now with our release of the new SmartVault for Accountants, we’re taking a giant leap forward, by introducing a host of new features that are all about helping you save time, simplify your workflow and increase your overall client satisfaction.

Join us for a live demo of the New SmartVault for Accountants, to see the latest and greatest features in action, including:

  • The New SmartVault Connected Desktop – really fast to find, view, edit and share client documents (a super-charged alternative to the mapped drive)
  • The New SmartVault print driver – now you can print and automatically route files to the right folder in SmartVault from any application – so all your files are easily stored in SmartVault
  • New folder templates simplify adding new clients to SmartVault –you can use global, customizable templates to automatically create folders, users, security and workflow rules – huge time saver when adding new clients
  • The New SmartVault Dashboard – we have an awesome new portal with features that let you send custom emails in bulk, using mail merge and customizable email templates – really great for distributing organizers, financial statements and tax returns.
  • Email encrypted PDFs to anyone – now you can send encrypted PDF files to anyone, without inviting them as users on your SmartVault account

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

Note: this session is recommended for current SmartVault customers only. If you’re not using SmartVault yet, check out Get to Know SmartVault for Accounting Services for a soup-to-nuts intro to the new SmartVault for Accountants

Watch a Recorded Version >>

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.