[Recording] Charting the Path to a Paperless Office in the Cloud with SmartVault and Swizznet

SmartVault for Accounting Professionals in the Swizznet Hosted Environment

This session has expired.

By now you know that the next generation accounting firm is all about the cloud – it’s about working more efficiently, delivering better service to your clients, and getting more bang for your buck. But changing your workflow, even slightly, can be a scary proposition.

That’s why SmartVault is all about helping you work the way YOU work – by integrating with the tools you’re using, like QuickBooks and Swizznet – so you can make the move to a paperless office in the cloud, without changing the way you work today.

In this interactive webinar, we’ll show you how SmartVault can be integrated into common workflows in your practice – tax preparation, bookkeeping, “clean up” and virtual CFO services – so that you can work more efficiently, be more responsive to your clients, and ultimately deliver more profit to your practice. In this session specifically designed for Swizznet customers, you’ll see a live demo of SmartVault in action and learn how to:

  • Make the move to a paperless office and leverage secure online document storage and backup of your files
  • Securely share files with your clients, and give them an easy way to upload files to you
  • Publish reports, financials, and tax returns to your clients, and automatically notify them when a new file is available
  • Scan and attach source documents to entries in QuickBooks and other applications, so you can store a document once and access it anytime, anywhere, and from inside any app

We’ll show you all of that in less than an hour – and even take 10 to answer your questions live!