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.


[CPE WEBINAR] 3 Steps to a More Automated, More Efficient Bookkeeping Workflow with SmartVault

SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow.. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.

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Recorded Demo: Get to Know SmartVault for Tax Prep

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 client portal solution can speed up and simplify your workflow Printing and sharing tax returns right from your tax …

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Recorded Demo: Get to Know SmartVault for Accounting

Learn how SmartVault can help you streamline data collection, access & manage client information quickly, and share files securely while staying in compliance. ...

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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. ...

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[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. ...

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[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] 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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