Cybercriminals know exactly when to strike: when your firm is swamped and under pressure. They do not rely on advanced hacking. They rely on timing, routine behavior, and the reality that even careful teams make mistakes when they are stretched thin. In this live webinar, SmartVault Chief Information Security Officer Luke Kiely will share perspectives […]
Resource Category: Events & Webinars
Client Intake + AI: The Document Foundation Firms are Missing
Adding AI to our tech stack doesn’t automatically make work faster, more accurate, or more secure. That’s because AI is only as effective as the data it’s built on. In this session, we’ll explore why document and data management must be the foundation of any firm’s AI strategy, especially during tax season, when accuracy, compliance, […]
The Modern Intuit Firm: Turn Chaos into a Connected Workflow
In this session, you’ll see how Intuit firms are replacing disconnected document handling with a connected workflow — one where documents move smoothly from client intake to archiving without duplicate work, manual organization, or uncertainty about where files live. We’ll walk through how to automate the most time-consuming parts of tax season, especially client intake. […]
The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue & Compliance Risk
Disconnected systems don’t just slow the process down. They unintentionally create client uncertainty, increase decision fatigue for staff, and introduce compliance worries that compound throughout the season. In this session, we break down where friction naturally appears in the tax prep workflow. You’ll learn practical, firm-tested principles to reduce confusion, improve predictability, and strengthen both […]
5 Ways to Boost Profits This Tax Season
The right tech can help your firm save hours on manual work, streamline client collaboration, and unlock new opportunities for growth. In this webinar, you’ll see 5 easy ways to boost profits this tax season – including simplifying document intake, automating tax prep, revisiting pricing, and expanding advisory services – so you can work smarter, […]
How I Doubled My Firm and Got My Life Back: A CPA’s Blueprint for Growth Without Burnout
Meet Nick Boscia, CPA, EA, Managing Partner of Boscia & Boscia PC and founder of The Balanced CPA. When Nick took over his family’s 45-year-old firm, he inherited decades of manual processes — handwritten bank statements, paper files, and clients emailing unsecured documents. His dad’s motto? “I’ve been doing this for 40 years. We’re not […]
Real AI. Real Workflows. Today’s Accounting Stack
In this on-demand session, Ignition, Karbon, SmartVault, and Intuit walk you through real examples of how firms are applying AI across their pricing, communications, workflow, and document processes to work smarter this tax season. Through real-world demonstrations, you’ll see exactly how leading platforms are using AI to streamline admin, reduce bottlenecks, and help firms build […]
Your Competitive Edge This Tax Season: A Connected Workflow for Drake and CCH Firms
See how SmartVault’s SmartRouting feature seamlessly integrates with Drake and CCH to automatically organize client files, route completed returns, and eliminate manual folder setup. You’ll also see how built-in AI streamlines client intake and document requests—so the right files are collected, routed, and ready before prep even begins. Watch now to learn how to simplify […]
See in Action: Tax Client Intake with SmartRequestAI
In this on-demand session, see how SmartRequestAI (built directly inside SmartVault) automates the most time-consuming part of tax prep—collecting client data and documents—so firms routinely save 60–90 minutes per return. Your data stays protected with private AI (no training on your information) and SOC 2 Type 2 compliance—no risky third-party tools. You’ll Learn How To: […]
ProConnect + SmartVault: The Future of Tax Prep in the Cloud
Tax pros using ProConnect Tax Online know efficiency and security are everything during busy season. That’s why Intuit and SmartVault partnered to deliver the only document management and client portal solution built directly into ProConnect—automating your end-to-end workflow in the cloud. Watch now to learn how to: Centralize and organize every document in one integrated […]
The Hidden Cost of Disconnected Systems (and How Automation Fixes It)
Disconnected workflows create a cascade of issues: wasted staff time, compliance gaps, client frustration, and burnout that compounds every busy season. The problem isn’t the people — it’s the systems. And unless those systems are simplified and automated, every stage of the tax prep cycle suffers. In this webinar, we’ll show you how to fix […]
Building the Perfect Tax Tech Stack Around Intuit ProConnect
Karbon, Ignition, and SmartVault demonstrate how you can leverage deep integrations with ProConnect Tax Online to create the perfect tax tech stack and workflow. What to expect: Demos of seamless data flow: From client proposals to client intake, to tax filing, to billing and secure document delivery ProConnect integrations that work: Unlike basic ‘print-to-file’ connections, […]
Calling BS on Cybersecurity Nonsense
Overwhelmed by all the cybersecurity claims vendors boast? It’s more complicated than ever to separate substance from noise, especially since many companies use AI to sound impressive and credible… Fortunately, former cybersecurity officer, Luke Kiely, will show you how to spot misleading security claims, implement practical security measures at your firm without disrupting your workflow, […]
What’s New, What’s Coming: Fall Product Spotlight & Tax Season Support
SmartVault is evolving beyond secure document storage to power your entire end-to-end tax preparation workflow. Join our Fall 2025 What’s New, What’s Coming webinar for an inside look at the latest product updates, upcoming features, and resources available to help you prepare for tax season. On October 21st, our leadership team will share what’s new […]
Calling BS on Cybersecurity Nonsense
Overwhelmed by all the cybersecurity claims vendors boast? It’s more complicated than ever to separate substance from noise, especially since many companies use AI to sound impressive and credible… Fortunately, former cybersecurity officer, Luke Kiely, will show you how to spot misleading security claims, implement practical security measures at your firm without disrupting your workflow, […]
ProConnect + SmartVault – The Document Management Integration You’ve Been Waiting For
Join us for the first public demo of the new SmartVault + ProConnect integration and see why Intuit selected SmartVault as the only fully integrated document management system and client portal built for Intuit’s ecosystem. See how you can save hours every week by automating document collection, streamlining client communication, and securely managing tax prep […]
ProConnect + SmartVault – The Document Management Integration You’ve Been Waiting For
Transform Your Tax and Accounting Practice with the Ultimate Automation Guide
The accounting profession is experiencing rapid transformation, fueled by AI, shifting client expectations, and an increasingly complex regulatory landscape. Firms must take action to stay competitive, efficient, and ready for the future now. In this on-demand panel discussion, leading voices from across the accounting technology ecosystem share bold ideas, practical strategies, and future-forward insights. Watch […]
Tax Season, Rebuilt: How Accounting Firms Are Winning with Workflow Automation
In this webinar, we showed how firms are radically improving productivity by connecting Liscio, GruntWorx, and SmartVault to create seamless, automated tax prep workflows. No fluff – just real strategies and tools that let your team focus on what matters most. If you’re ready to reduce overtime, level up your efficiency, and take control of […]
What’s New, What’s Coming: Summer 2025 Product Spotlight
Whether you’re already using SmartVault or exploring what’s possible, this session will help you get ahead with: Live demos of our SmartScan document capture, SmartRouting upgrade, and portal enhancements A first look at upcoming integrations and features: ProConnect Tax, QBO, and SmartRequest AI™ Tips to optimize your setup this summer and prep for your best […]