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 […]
Resource Category: Events & Webinars
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 […]
Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins
No sugar-coating — just real stories about tax disasters and the solutions that saved the day. Nick and Caleb will share what went wrong, what they learned, and how they made sure it never happened again. You will learn: Document management disasters that shut down practices (and how to prevent them) Security breaches with client […]
Bolster Your UltraTax CS Experience with Smart Document Management
Tax professionals today face critical challenges with their document management systems. From document chaos and disjointed tech to increasing security risks and client accessibility needs, these problems limit your growth and efficiency. It’s not just about better tools – it’s a foundation problem. Your tech stack is only as strong as what it’s built upon, […]
Integrating SmartVault: The Intuit-Recommended DMS
When every client file contains sensitive data, secure document management isn’t just another tool—it’s the foundation everything else builds upon. As Intuit’s recommended document management solution, SmartVault creates an automated end-to-end solution specifically designed for Intuit users—on ProSeries®, Lacerte®, ProConnect™, and QuickBooks®. Documents flow seamlessly from initial client upload through tax preparation to final delivery—all […]
TruePrep: Using AI to Cut Tax Prep Time in Half
Whether you’re exploring AI for the first time or looking to optimize your current tech stack, this webinar shows you how to save hours on each tax return while maintaining security and compliance. What You’ll Learn: Which tax preparation tasks are best suited for AI (and which aren’t) How AI and document storage work together […]
What’s New, What’s Coming in 2025 Webinar
How to Streamline Your Paper Document Collection This Tax Season
Still dealing with paper documents during tax season? You’re not alone. In this webinar, you’ll learn how to: Convert paper documents into searchable, organized digital files in seconds Automate document filing and routing to save you hours per client Maintain security and compliance while eliminating paper storage Create a seamless workflow between ScanSnap and SmartVault […]
Increase Profits Whilst Keeping Data Secure With an Outsourced Team
More and more accounting firms are turning to offshore talent to combat the industry-wide staffing shortage. Offshoring is proving to be a strategic and impactful investment, helping firms scale operations and increase profits while lowering costs. Although there are numerous factors to consider when offshoring, ensuring you can safeguard client data is critical. Join TOA […]
How to Automate the Offer-in-Compromise Process: Save Taxpayers and Add an Extra $100,000 to Your Pocket in 2025
He will review the Offer-in-Compromise process in-depth and walk attendees through how they do the investigation, gather their documents so they are in a usable format to save them hundreds in staff time, and how they get their cases resolved. Eric will also review the software solutions they utilize to get this done quickly and […]
Intuit Firms: Work Less, Earn More This Tax Season
Imagine a tax season where you: Never miss your kids’ baseball games or practices Double your client base while working fewer hours Walk away from your desk without falling behind These aren’t pipe dreams – they’re real outcomes reported by Intuit firms using SmartVault. You’ll discover how to: Automate client setup and document routing, saving […]
Tax System Automation: From Tax Return Preparation Through Tax Debt Resolution
Dawn Brolin and Eric Green will walk through how they make sure all documentation is present, how it is used in both the tax return preparation and tax debt resolution practice, and how documents are delivered to clients in a safe and secure way.
Practical Strategies to Secure Your Firm: Insider Tips from an Accountant and Former Cybercrime Officer
In this 60-minute live webinar, you’ll have the opportunity to learn from these industry insiders as they share their knowledge on: Understanding the key cybersecurity threats and regulations impacting accounting firms Developing an effective Written Information Security Plan (WISP) Managing data access and shared responsibility in a digital practice Implementing robust incident response and reporting […]
Dawn’s Success Story: How a DMS Transformed Powerful Accounting
Dawn Brolin, CPA, CFE, and CEO of Powerful Accounting is a model example of how the right document management system and processes can have an impact on your bottom line. Discover why incorporating a DMS as a core part of her tech stack was essential for boosting overall efficiency, and why a DMS is critical […]
UltraTax Efficiency Hack: Replace FileCabinetCS with Modern, Reliable Tools
In this webinar, we’ll demonstrate how the SmartVault and Liscio integration offers a superior alternative for UltraTax CS users, providing: A unified system for source document collection to tax prep to filing returns A reliable, crash-free document management system Seamless client communication and document sharing Mobile-friendly access for you and your clients Scalable solutions that […]
Dawn Brolin’s Secrets to Building a No-Overtime Tax Practice
The ultimate playbook for firm and tax-practice leaders. Dawn Brolin, CPA, CFE, and efficiency expert is ahead of the curve when it comes to transforming her tax practice. In this webinar she will be giving firm leaders a behind-the-scenes look at how she cut her tax prep time by over 50%, gaining maximum productivity and […]
What to consider when building a self-sustaining firm
Bringing unique perspectives, you’ll hear how Nick Boscia, CPA strategically chose the right technology to reduce disruptions in his firm. While Nick Sinclair, CEO of TOA Global equips accounting firms with offshore support and drives home how these remote staff members succeed based on the workflows and cloud-based tech you provide. This session will equip […]
Help Wanted: Winning the War for Talent During the Accounting Hiring Crunch
Is your accounting firm struggling to attract and retain qualified talent? You’re not alone – the profession is in the midst of a hiring crisis. In this panelist webinar, you’ll hear from top accounting leaders about the root causes of this crisis and what your firm can do to get ahead of the talent crunch. […]
Records? What Records? What To Do When the Client’s Records Are Less Than Stellar
Do you know why there are more than 11.3 MILLION non-filers? Yes, there are some lazy folks who cannot be bothered, and others who have had horrific things happen to them, but more than half of the cases that come to us at Green & Sklarz LLC tell us they do not have the documents […]