Get to Know SmartVault for Tax Prep

In this session, we’ll demonstrate:

• How an integrated document management and client portal solution can speed up and simplify your workflow
• Printing and sharing tax returns right from your tax prep application, in a single step
  Streamlining the process of collecting documents from clients, and distributing client organizers
• Improving your security posture with a secure, compliant file sharing solution
• Bolstering your professional image and improving client satisfaction with a custom portal, branded to match your firm’s website

Learning objectives:

• Quick and easy set-up using existing data and templates already in the tax app!
• How to print and share tax returns securely in just one click with an integrated client portal