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GET TO KNOW SMARTVAULT FOR TAX PREP: DEMO

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CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJune 23, 2016
Date OfferedJanuary 15, 2016
Expiration DateJanuary 15, 2017
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Join us for an interactive demo of SmartVault’s integrated document management and client portal solution, built from the ground up for accountants and tax preparers. 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

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.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify how SmartVault works to help accountants and bookkeepers speed up their workflow.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 11:00 minutes
QUESTION 2: 35.00 minutes
QUESTION 3: 43:00 minutes
Frequently Asked Questions
  • 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.

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Eric Pulaski

SmartVault
CEO and Founder
eric@smartvault.com
(866) 674-6785

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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.

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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

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.