Content Provider
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Additional Materials
The Accountant’s Ultimate Guide to Creating a Modern Efficient Firm
Firm Efficiency Checklist
Webinar Technical FAQs
Free cpe webinars
Get to Know SmartVault for Lacerte and ProSeries


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

While you’ve most likely heard about the benefits of an automated workflow, the key to seeing real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency of your firm but will also add value to your clients and can boost your revenue.

Join us for this one-hour session to learn how to automate and integrate your tax workflow using technology like Lacerte/ProSeries, SmartVault, and DocuSign. We’ll discuss the differences between automating and integrating your workflow as well as the key benefits of an integrated workflow. Attendees will see exactly how easy it is to use SmartVault, the only integrated document management and client portal solution for Intuit’s Lacerte and ProSeries!

Learning Objectives:

  • Identify the differences between an automated workflow and an integrated workflow

  • Recall the key benefits of an integrated workflow

  • Determine how to streamline your tax workflow without compromising on security or convenience

Not logged
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Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

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.