Stop Chasing Clients for Documents with Liscio & SmartVault

When did accounting and tax become so stressful that you actually considered leaving the profession? You’re working too hard. But you love your clients and you’re really good at your job.

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:

• The challenge firms are facing today
• How software providers can work together to help firms succeed
• A demo of both the Liscio and SmartVault solutions and how you can use them both to automate your firms workflow

Hosted by: Daniel Fritz, Director of Products, SmartVault and Chris Farrell, CPA, CEO, Liscio