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Prep Your Clients for Tax Season

Tax season runs much more smoothly when your clients are on board with your processes. We’ve prepared a Getting to Know SmartVault guide for your clients so they understand why you’ve chosen to exchange documents via a secure portal and to train them on best to use the system. We recommend you add the digital …

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What Does Your Wellness Program Look Like this Tax Season?

As we gear up for tax season, it is important keep your team motivated in an effort prevent tax season burnout. One way to ensure your team is set up for success during your busy season is to consider implementing a wellness program. “A well-designed wellness program is proven to lower healthcare costs, increase employee …

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Webinar: Getting Started for Tax Season for Lacerte and ProSeries Users

To help you get a head start on the upcoming Tax Season, SmartVault will conduct LIVE training webinars this pre-tax season for Lacerte or ProSeries Users. Our Customer Support Experts will be there to help guide you on how to get ready this Tax Season with SmartVault.

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Webinar: SmartVault 101 – Staff Training

At SmartVault, we know that Tax Season can be stressful not only for you but for your team as well. Let our Customer Support Experts help get you AND your team ahead this tax season by attending one of our LIVE SmartVault 101 Webinar trainings!

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Webinar: SmartVault 101 – Staff Training

At SmartVault, we know that Tax Season can be stressful not only for you but for your team as well. Let our Customer Support Experts help get you AND your team ahead this tax season by attending one of our LIVE SmartVault 101 Webinar trainings!

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Connect Lacerte/ProSeries to SmartVault

If you use Lacerte or ProSeries, you’ll need to connect the latest version of the tax application to SmartVault. It’s best to get this done as soon as the new version of Lacerte and ProSeries are released in the next couple of weeks. Learn how to connect your tax app today.  

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HAPPY THANKSGIVING!

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