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 […]
Resource Category: Events & Webinars
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 […]
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 […]