CPA - medium firm
Other
SmartVault has upped the game when it comes to helping accountants speed up and simplify their day-to-day document workflow. Collect, manage, prepare and share all client information with speed and efficiency.
Join us for a demonstration of the newly released SmartVault for Accountants with CEO Eric Pulaski.
1) Streamline data collection – get the information you need from clients quickly and efficiently
2) Access and manage client information quickly and easily – client information is at your fingertips from the Connected Desktop, or right from your accounting application
3) Save time when distributing client information – use bulk email and mail merge to send custom emails to 5, 50 or 500 clients
4) Set up new clients faster and more efficiently – automatically set up folders, users, security and workflow rules
5) Share files securely and stay in compliance – with a built-in custom branded client portal they can access right from your website
|
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
-
Identify features of SmartVault that help accountants and bookkeepers speed up and simplify their document workflow.
QUESTION 1: 20:00 minutes
QUESTION 2: 25:00 minutes
QUESTION 3: 43:00 minutes
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Eric Pulaski
SmartVault
CEO and Founder
eric@smartvault.com
(866) 674-6785
Eric founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.