Get to Know SmartVault for Tax Prep

Learn how to use SmartVault with tax apps like Drake, CCH & Thomson Reuters!

Watch a recorded demo of SmartVault’s integrated document management and client portal solution, built from the ground up for accountants and tax preparers. In this session, we’ll demonstrate:
  • How an integrated document management and client portal solution can speed up and simplify your workflow
  • Printing and sharing tax returns right from your tax prep application, in a single step
  • Streamlining the process of collecting documents from clients, and distributing client organizers
  • Improving your security posture with a secure, compliant file sharing solution
  • Bolstering your professional image and improving client satisfaction with a custom portal, branded to match your firm’s website
Learning objectives:

• Quick and easy set-up using existing data and templates already in the tax app!
• How to print and share tax returns securely in just one click with an integrated client portal