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Streamline Your Tax Workflow with SmartVault

Experience a seamless tax season with SmartVault, the all-in-one document management and client portal designed for accounting firms. This video showcases SmartVault's comprehensive tax document workflow, from client onboarding to final return storage, reducing errors and saving time.
Published: November 11, 2024

Discover how SmartVault can automate manual tasks, keep your documents organized, and enhance client satisfaction with secure e-signatures, custom request lists, and more. Say goodbye to paper files and hello to efficient, secure, and smart tax document management.

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