Watch a recorded demo of SmartVault’s integrated document management and file sharing capabilities, right inside your Lacerte or ProSeries tax application.
During this session, we’ll show you:
- Our integrated document management capabilities within Lacerte and ProSeries
- How to streamline the process of setting up clients and collecting documents through customizable folder templates
- How to quickly print and share organizers and tax returns securely through our integrated client portal
- Easy ways to bolster your professional image and improve client satisfaction with a custom portal branded to match your firm’s website
- Improving your security posture with an always encrypted and compliant file sharing solution with an immutable activity log.
- Quick and easy set-up using existing email and folder templates already in the tax app!
Identify how SmartVault works with Lacerte and ProSeries to help accountants and tax preparers speed up their workflow.