Webinars

Browse our library of live and recorded webinars to stay connected to the latest and greatest that SmartVault has to offer. Whether you’re a SmartVault customer, partner, or just want more information, our webinars give you a front-row seat to explore the ins and outs of converting to a paperless office, view live demos of SmartVault, and join in interactive Q&A sessions.


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

Next Session: December 8, 2016 @ 2:00 PM Eastern / 1:00 PM Central Eligible for 1 hour of CPE Credit! SmartVault has upped the game when it comes to helping accountants and bookkeepers speed up and simplify their day-to-day document workflow. Collect, manage, prepare and share all client information with speed and efficiency. Join us for …

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

Eligible for 1 Hour CPE Credit! Next Session: December 15, 2016 @ 2:00 PM Eastern / 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 …

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[RECORDING] Customer Exclusive: What’s New (and What’s Coming) in SmartVault for Accounting Pros

Stay up to date on features and enhancements we’ve added to SmartVault to help streamline your workflow, plus get a sneak peek at what’s coming next… 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 — …

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[RECORDING] Experience is Everything! Why Client Experience is Key to Getting (and Retaining) More Clients

Join Darren Root, CPA.CITP, for a guided tour in how to develop an outstanding client experience along every step of their journey from awareness to repeat business. ... CONTINUE

[Recording] How to Automate Your Document Workflow for Virtual Bookkeepers

Join Gabrielle Fontaine, PB, ASBC as she shows you how to use SmartVault and Hubdoc to turbo-charge your document workflow that integrates with QuickBooks Online and Xero. ... CONTINUE

[Recording] Streamlined Workflow & Best Practices for Virtual Bookkeepers

If you’ve been dreading the need to sort through a multitude of online apps to simplify your bookkeeping workflow, go paperless, gather client documents electronically, and automate your systems for more accuracy and less frustration, then this free online class is for you! We’ll be jumping into the nuts and bolts of building and running …

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[Recording] Taking the Work Out of Workflow

Pro Tips for Speeding Up and Simplifying Your Accounting Workflow Knowing the right tools and learning to leverage them for your business can be the difference in explosive growth and lackluster performance. Join Joe Woodard and Eric Pulaski for this 1 hour web seminar to learn how you can “Take The Work Out of Workflow”. …

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[Recording] It’s 10:00. Do You Know Where Your Client Data Is?

Exploring a Day in the Life of Your Client Data, and Assessing Your Security & Compliance Risk Recorded January 6, 2016 @ 2:00 PM Eastern Time A typical accountant exchanges hundreds, possibly thousands, of documents with their clients over the course of a year. These documents contain sensitive personal and financial information, and travel through …

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[Recording] Building Your Collaborative Client Accounting Ecosystem

Join Darren Root, CPA.CITP, for a guided tour on integrating the right technologies to achieve ultimate efficiency in your client accounting workflow ... CONTINUE

[Recording] How to Streamline Your Bookkeeping Business Workflow in the Cloud with SmartVault

Recorded Thursday, October 17, 2013 @ 6:00 PM Central Time Join Professional Bookkeeping Guru Gabrielle Fontaine, and SmartVault CEO Eric Pulaski, for a free live training webinar to learn: The super simple ways to quickly convert paper files into secure, electronic documents (this is so easy, even your most technically challenged clients can do it!) …

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