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 […]
Resource Category: Events & Webinars
Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owners
Thursday, September 24, 2026 · 2:00PM ET In this session, Will Hamilton, founder of SmartPath and VP at Smartvault, who has advised more than 1,800 firms across the U.S., walks through what successful practice transitions look like today. Drawing from both sides of the table, he’ll break down how firm owners can approach acquisitions or […]
How One Intuit Firm Tripled Revenue Using SmartVault: A Live Workflow Demo with Nick Boscia, CPA
When Nick Boscia joined his family’s accounting firm in 2013, it ran on paper, filing cabinets, and desktop tax software. Today, Boscia & Boscia serves clients across the country, processes over 1,400 returns a season with a team of seven and generates three times the revenue it did when Nick started. He built it that […]
Beyond Tax Prep: How Top Firms Extend Lacerte with Smarter Document Workflows
You don’t need to replace Lacerte. This session is about strengthening Lacerte as your tax engine and everything that happens around it. In this session, we’ll walk through where friction lives in the Lacerte workflow, show Auto-routing and the client portal in action, and give you a first look at SmartRequestAI. Whether you’re actively looking […]
Scale Through Acquisition or Plan Your Exit on Your Terms: A Guide for Firm Owner
In this session, Will Hamilton, founder of SmartPath and VP at Smartvault, who has advised more than 1,800 firms across the U.S., walked through what successful practice transitions look like today. Drawing from both sides of the table, he broke down how firm owners can approach acquisitions or exits with clarity, confidence, and a plan […]
3 Major Shifts: A Fireside Chat for Accounting Firms Ready to Build What’s Next
Most accounting firms are built to handle what clients bring to them. The firms pulling ahead have flipped it — they’ve defined their services, structured their pricing, and stopped leaving money on the table for work they’re already doing. In this fireside chat, SmartVault VP of Growth Jonathan Young sits down with William Hamilton of […]
Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now
Every week a new AI tool promises to transform your practice. For most accounting firms, the problem isn’t finding more technology. It’s getting the foundation right so the tech they already have supports the work. In this Tax Talks session, Jonathan Young, VP of Marketing at SmartVault, sits down for a candid conversation about workflow […]
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 […]
What’s New, What’s Coming: 2026 Summer Product Spotlight
Watch our product and customer success leadership share what we’ve shipped, what’s coming next, and how it all fits together into a workflow built for modern tax firms. Whether you’re already a member of the SmartVault community or evaluating solutions for your firm, this is an inside look at where SmartVault capabilities are headed and […]
FileCabinet CS is Ending: What UltraTax CS Firms Need to Do Now
If your firm relies on UltraTax CS, this session will help you think about what comes next. No need to replace your tax software. No need for a disruptive overhaul, but you do need a clear plan. In this session, we will walk through what FileCabinet CS ending really means for UltraTax firms and how […]
New Big Beautiful Bill Deductions: One Checklist to Catch Gaps and Launch Summer Planning Packages
The Big Beautiful Bill introduced new deductions mid-filing season and depending on when your clients’ returns were prepared, some of those deductions may not have made it in. The good news? There’s still time to check and, even better, time to get paid for what comes next. With major tax law changes approaching in 2026, […]
Busy, Stressed, & Targeted: Cybersecurity Lessons for Tax Season
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 […]
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: […]