Join us for an interactive demo of SmartVault’s new integrated document management and file sharing capabilities, right inside your Lacerte tax application. Learn 1) How to print and share tax returns securely in just one click – with an integrated client portal 2) Quick and easy set-up using existing data and templates already in the tax app!
Identify how SmartVault works with Lacerte to help accountants and bookkeepers speed up their workflow.
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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