THU/ NOV 21
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 version to your Public Documents folder in SmartVault, and we’ve created a print-ready version you can provide to clients who come into your office.
Getting ready for Tax Season can be overwhelming. Let SmartVault help you AND your team get ahead of the busy season and make TY19 your best year yet!
Complete the tasks above, and then take our quiz to show you’re tax-ready. Once you pass the quiz, you'll receive your very own Tax Season Ready Badge!