Get to Know SmartVault for Lacerte and ProSeries

1 Hour CPE. Learn how to use SmartVault with Lacerte & ProSeries.

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.

 

Want to watch this session on-demand? Click here to view the recorded webinar. 

*Please note that recorded webinars are not eligible for CPE credit.