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GET TO KNOW SMARTVAULT FOR LACERTE & PROSERIES: DEMO

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAugust 16, 2017
Date OfferedSeptember 18, 2017
Expiration DateSeptember 18, 2018
Course Description

Join us for an interactive demo of SmartVault’s integrated document management and file sharing capabilities, right inside your Lacerte or ProSeries tax application. Identify how SmartVault works with Lacerte and ProSeries to help accountants and tax preparers speed up their workflow.

We’ll also reserve time for live Q&A at the end of the session, so bring your questions!

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Our integrated document management capabilities within Lacerte and ProSeries.

  • How to streamline the process of setting up clients and collecting documents through customizable folder templates.

  • How to quickly print and share organizers and tax returns securely through our integrated client portal.

  • Easy ways to bolster your professional image and improve client satisfaction with a custom portal branded to match your firm’s website.

  • Improving your security posture with an always encrypted and compliant file sharing solution with an immutable activity log.

  • Quick and easy set-up using existing email and folder templates already in the tax app!

Not logged
Review Questions
Review Questions
QUESTION 1: 15:00 minutes
QUESTION 2: 41:00 minutes
QUESTION 3: 47:00 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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Linkedin

Sam Santangelo

SmartVault
eLearning Content Manager
sam.santangelo@smartvault.com
(713)479-5400

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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.

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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.