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3 Steps to a More Automated, More Efficient Bookkeeping Workflow

Creating an efficient bookkeeping workflow gives you more flexibility in your schedule and time to focus on high value tasks.

Published: March 6, 2023

SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.

3 Steps to a More Automated, More Efficient Bookkeeping Workflow discusses:

Automating the collection of source files from clients, banks, and vendors
Creating consistency in your document storage
Saving time with workflows and bulk email features while keeping data secure

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