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Smartvault demo

GET TO KNOW SMARTVAULT FOR ACCOUNTANTS: DEMO

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

Learning Objectives

  • 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

Linkedin

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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.