[RECORDING] Customer Exclusive: What’s New (and What’s Coming) in SmartVault for Accounting Pros

Stay up to date on features and enhancements we’ve added to SmartVault to help streamline your workflow, plus get a sneak peek at what’s coming next…

SmartVault continues to invest in new features and enhancements that make our solution easier to use for you and your clients. Our roadmap is driven by customer input — we’ve listened to your feedback and we are excited to tell you about what’s new and what’s next (including eSignature integration – scheduled to release in December!)

eLearning Manager, Sam Santangelo hosts this session that covers:

  • Tips for adding new clients and engagements
  • Streamlined process for adding new clients to SmartVault (and tracking status)
  • Create new tax year engagements automatically
  • Time savers for document collection
  • Batch print and distribute tax organizers to clients
  • Leverage the new Hubdoc integration to automatically collect source files from clients
  • Enhancements to help better manage document workflow
  • Ability to annotate files and track client issues
  • New and improved folder and email templates
  • Leverage the NEW Client Dashboard to easily track & manage client workflow
  • New ‘tile view’ lets you easily track progress when distributing client organizers, returns and financial statements
  • SmartVault partners with RightSignature to offer integrated eSignature capabilities (including 8878 and 8879)
  • Learn about SmartVault’s easy and intuitive solution for requesting and storing electronically signed documents

Watch the recording on demand now

Note: This webinar is geared toward existing or former SmartVault users who are interested in learning about new and upcoming features in SmartVault. If you’re new to SmartVault and want a more comprehensive demo, check out Get to Know SmartVault for Tax Prep or Get to Know SmartVault for Accounting Pros.

Hosted by…

Sam Santangelo, eLearning Manager for 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.