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 live demonstration of the newly released SmartVault for Accountants, including live Q&A with SmartVault CEO Eric Pulaski.
Streamline data collection – get the information you need from clients quickly and efficiently
Access and manage client information quickly and easily – client information is at your fingertips from the Connected Desktop, or right from your accounting application
Save time when distributing client information – use bulk email and mail merge to send custom emails to 5, 50 or 500 clients
Set up new clients faster and more efficiently – automatically set up folders, users, security and workflow rules
Share files securely and stay in compliance – with a built-in custom branded client portal they can access right from your website
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.
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