SmartVault Demo for RootWorks Members

Webinar: Get to Know SmartVault for Accountants

Tuesday, September 27 @ 2:00 PM EDT | 1:00 PM CDT

SmartVault has upped the game when it comes to helping accountants and bookkeepers (like Root & Associates) speed up and simplify their day-to-day document workflow. Join us for a live demo to see how SmartVault can help you collect, manage, prepare, and share client information quickly and efficiently.

Give us 30 minutes, and we’ll show you how you can:

  • Streamline data collection – get the information you need from clients quickly and efficiently
  • Access and manage client information quickly and easily – client information is at your fingertips from the Connected Desktop, or right from your accounting application
  • Save time when distributing client information – use bulk email and mail merge to send custom emails to 5, 50 or 500 clients
  • Set up new clients faster and more efficiently – automatically set up folders, users, security and workflow rules
  • Share files securely and stay in compliance – with a built-in custom branded client portal they can access right from your website

Space is limited! Reserve your spot now: