60 min

Get to Know SmartVault for Tax Prep

1 Hour CPE. Use SmartVault with tax apps like Drake, CCH & Thomson Reuters!

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:
  • 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

Want to watch this webinar on-demand? Click here to view the recorded webinar.

*Please note recorded webinars are not eligible for CPE credit.