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Self-Study CPE
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Free cpe webinars
How to Slay Tax Season With an Integrated Workflow


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

While you’ve most likely heard about the benefits of an automated workflow, the key to see 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, it will add value to your clients and can boost your revenue.

Learning Objectives:

  • Learn how to automate and integrate your tax workflow using tech like Lacerte/ProSeries, SmartVault, and DocuSign

  • Observe the differences between automating and integrating your workflow

  • Learn the key benefits of an integrated workflow

  • Discover exactly how easy it is to use SmartVault, the only integrated document management and client portal solution for Intuit’s Lacerte & ProSeries

Plus, we’ll save time at the end for live Q&A!


George Abdelmessih

Senior Account Manager

(866) 674-6785

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Abbie Deaver

Director of Marketing

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Abbie has over 8 years of marketing experience, with over 6 years leading marketing efforts for technology companies. Prior to joining SmartVault, Abbie built the marketing arm of SHR, a provider of technology for hotels & resorts. In that role, she oversaw corporate marketing and demand generation as well as the newly created digital marketing program for 10+ hotels across the United States.

Abbie holds a MBA from the University of Houston and a Bachelor’s of Science in Business Administration from the University of Colorado at Boulder.

Additional Materials
Webinar FAQs
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.