Join us for an interactive 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:
• 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
Want to watch this webinar on-demand? Click here to view the recorded webinar.
*Please note recorded webinars are not eligible for CPE credit.