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Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
As the options for client communications multiply at an astonishing rate, email remains by far the most popular form of interaction between accountants and their clients. TaxCalc and SmartVault have been forging ahead in creating tools to automate and manage the ever-increasing flow of email in and out of your firm, and this webinar is an opportunity to find new ways to automate, manage and track your client communications.
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Hosted by: Jamie Royston-Smith, Senior Account Manager, TaxCalc and George Kizis, Account Manager, SmartVault