How to Use SmartVault for Lacerte and ProSeries
Join us for this one-hour session to learn how to automate and integrate your tax workflow using technology like Lacerte/ProSeries, SmartVault, and DocuSign. We’ll discuss the differences between automating and integrating your workflow as well as the key benefits of an integrated workflow. Attendees will see exactly how easy it is to use SmartVault, the only integrated document management and client portal solution for Intuit’s Lacerte and ProSeries!
- Identify the differences between an automated workflow and an integrated workflow
- Recall the key benefits of an integrated workflow
- Determine how to streamline your tax workflow without compromising on security or convenience