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Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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Smartvault intuit proseries%20%28002%29

GET TO KNOW SMARTVAULT FOR ACCOUNTING SERVICES: DEMO

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateNov 12, 2015  Date OfferedJan 14, 2016  Who should attend?CPA - small firm
CPA - medium firm
Other 
Integrates withQuickBooks Online, Xero, QuickBooks Desktop, Lacerte, Proseries, SmartVault    
Course Description

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.

Learning Objectives

  • Identify how SmartVault works to help accountants and bookkeepers speed up their workflow.

Testimonials

"Wow this has great possibilities."

"I really liked the fact you encouraged questions and answered them!"

"I really appreciated how Eric would not only show how it worked from the CPA side, but also showed what the client would receive."

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Handout Materials
Presentation Slides
Additional Materials
Course Outline
Review Questions
Review Questions
QUESTION 1: 11:00 minutes
QUESTION 2: 35:00 minutes
QUESTION 3: 43:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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.

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NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.