Recording: Putting SmartVault into Practice at Your Firm

Secure and Compliant File Sharing, Online Document Storage, and Seamless Application Integration

Whether your focus is on tax, write-up services or bookkeeping, you exchange files with your clients. Files that largely contain sensitive or confidential information. Recent updates to the IRC have stricter requirements regarding the sharing of sensitive data – emailing those files as attachments back and forth is no longer an option. But, there is a way to use email to safely send files (we’ll cover that in this session)!

In this archived webinar, Eric Pulaski, CEO and Founder of SmartVault Corporation, introduces SmartVault’s solution for securely storing and sharing files online. Discover the many ways SmartVault can enhance your workflow – from securely distributing tax returns to your clients, to creating an electronic Inbox to allow clients to quickly and easily upload files to you. No more emails, USBs, faxes, shoeboxes, etc. Plus, learn more about SmartVault’s seamless integration with QuickBooks and other popular productivity applications.

In this session, you’ll see a live demo of SmartVault in action, plus:

  • Find out how you can use SmartVault to share files securely and remain in compliance
  • See how easy it is to store and manage documents online, with a customized folder structure
  • Understand the value of attaching and viewing documents directly from entries in QuickBooks
  • See how SmartVault integrates with other apps, and discover the power of storing your document once in SmartVault, and accessing it from a variety of applications

Presented by Eric Pulaski, CEO and Founder of SmartVault

Eric founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.