[CPE WEBINAR] Get to Know SmartVault for Lacerte and ProSeries Tax

Join us for an interactive 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!

Learning Objectives

Identify how SmartVault works with Lacerte and ProSeries to help accountants and tax preparers speed up their workflow.

Upcoming Sessions:
Thursday, June 28th, 1:00PM CDT

Can’t make a live session? You can watch a recording 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.