Content Provider
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3steps smartvault


Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Course Description

SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent
on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.

Learning Objectives

  • Automate the collection of source files from clients, banks, and vendors.

  • Use out of the box custom folder templates to create consistency in your document storage.

  • Give clients 24/7 access to their information allowing them to self-serve.

  • Attach source documents to your transactions for full audit history.

  • Customize your client portal and securely share documents with your clients (while keeping your internal data secure).

  • Save time with our built-in workflows and bulk email features.


Sam Santangelo

eLearning Content Manager
(866) 674-6785

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (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: 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.