Current Customers:

From Taxing to Relaxing Using SmartVault

A field guide to making tax season an enjoyable, smooth trip to your well-deserved vacation.

We've created a simple 4 step process to help you prepare for and get through the busy season feeling accomplished, refreshed, and ready for paradise! 

STEP 1: Join a User-Specific Webinar

Ensure you and your firm are prepared with SmartVault. Refresh your skills, so you can have a rewarding, balanced busy season that you’ll be happy to celebrate with a summer getaway.
From Taxing to Relaxing: Get Ready for Tax Season
From Taxing to Relaxing: Get Ready for Tax Season

STEP 2: Assess Your Team

Quickly and easily add additional users and seasonal worker licenses directly in your SmartVault online portal now so they can be trained ahead of tax season.

STEP 3: Evaluate Your Workflows

Streamline your workflows and prevent the last-minute scrambles that lead to long hours and burnout.

SmartVault eSignature

A simpler way to request, collect and track eSignatures

Powered by DocuSign, SmartVault eSignature integrates seamlessly so you can send electronic files and secure eSignatures from clients and business partners with ease.

Two ways to purchase SmartVault eSignature:

  • Subscribe: Use eSignatures without worrying about inventory and enjoy advanced features.
  • Bulk Purchase: Pay for eSignatures in batches as needed. They roll over each year and never expire.

Already use DocuSign? Integrate your existing DocuSign account.

Docdown

Create, share, and manage digital forms – all from one location

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.

  • Create any fillable document using pre-built templates or start from scratch
  • Share with one client, a handful, or a few thousand through email and hyperlinks
  • Your clients review, complete, and sign securely from any browser or device
  • Easily track the progress of each document. Submitted files are automatically saved to the client’s folder in SmartVault.

Win a $500 Visa® Gift Card!

When you purchase SmartVault eSignature or Docdown between October 1, 2023 and December 1, 2023, you'll be automatically entered for a chance to win a $500 Visa gift card to help fund your post-tax season getaway.

STEP 4: Review Your Cybersecurity Plan

Learn about SmartVault's security features and how to implement a plan to protect your firm during and beyond tax season.

Gather Ideas on How to Make Your Business Run More Efficiently

WEBINAR: Streamlining tax season - year end prep for upcoming filing deadlines
Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
Experts Provide an In-Depth Review of SmartVault's Features and Integration Capabilities
News
Experts Provide an In-Depth Review of SmartVault’s Features and Integration Capabilities
4 Tips for Hiring Temporary Workers During Tax Season
Best Practices
4 Tips for Hiring Temporary Workers During Tax Season
Get Started Now

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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

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