SmartVault has upped the game when it comes to helping accountants and bookkeepers 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
eLearning Content Manager
sam.santangelo@smartvault.com
(713)479-5400
Sam is a skilled MBA graduate with over 10 years of international and domestic sales and procurement experience in the technology industry. He holds dual U.S. and European Union citizenship and has lived for extended periods in Italy and Spain. Sam has led sales and purchasing teams in China, Spain, and the United States.
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.
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