[CPE WEBINAR] Get to Know SmartVault for Tax Prep

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

We’ll also reserve time for live Q&A at the end of the session, so bring your questions!

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

Upcoming Sessions:
Thursday, June 21st, 11:00AM CDT

Can’t make the live session? Watch a recorded session on demand now. (Please note the recorded session is not eligible for CPE)

Hosted by…

Sam Santangelo, Product Manager at SmartVault

sam-santangelo-circle-90x90Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.