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Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
What if clients sent you documents the first time you asked, with no nagging or chasing required? And what if these documents could seamlessly flow into your accounting and tax programs? How much better would your work life be? How much more productive could you be? How much more time could you spend with your family?
Come and see how using Liscio and SmartVault together will help you delight clients and bring back the joy into your practice. [Plus you’ll make more money, but you’ll have to watch the webinar to see how that works.]
What to expect:
Hosted by: Daniel Fritz, Director of Products, SmartVault and Chris Farrell, CPA, CEO, Liscio