3 Steps to a More Automated, More Efficient Bookkeeping Workflow with SmartVault – On Demand

Tips & tricks to streamline your bookkeeping workflow.

SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.

“SmartVault is the industry standard. There is no other product like it… I can’t imagine having an efficient and profitable bookkeeping practice without it!”
-Gabrielle Fontaine, Professional Bookkeeper, TheFreelanceBookkeeper.com

Give us an hour, and we’ll show you how you can:

  • Automate the collection of source files from clients, banks, and vendors
  • Use out of the box custom folder templates to create consistency in your document storage
  • Give clients 24/7 access to their information allowing them to self-serve
  • Attach source documents to your transactions for full audit history
  • Customize your client portal and securely share documents with your clients (while keeping your internal data secure)
  • Save time with our built-in workflows and bulk email features

Want to attend a live session to earn CPE credit? Click here to view upcoming dates & times.