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Self-Study CPE
TECH STACK IMPLEMENTATION - FOR REAL!
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Free cpe webinars
How to Slay Tax Season With an Integrated Workflow

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!

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George Abdelmessih

SmartVault
National Sales Manager
george.abdelmessih@smartvault.com
(866) 674-6785

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Lacey Myrick

SmartVault
Senior Marketing Manager
lacey.myrick@smartvault.com
(713) 479-5439

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Lacey has been an innovative Marketing leader with 9+ years of experience delivering exceptional B2C and B2B marketing campaigns, content and collateral based on established and innovative strategies. Prior to joining SmartVault, she lead key initiatives in the electricity, eCommerce, and technology industries. She is experienced in both customer and lead generation marketing, with a true passion for delivering a solution that is a need of the consumer.

Lacey holds an MBA and a BBA from Millsaps University in Jackson, MS. In 2014 she moved to Houston, TX to pursue her passion of a Sr. Marketing role. SmartVault has become a second home for her, and she thrives on delivering value to those in need of solutions that will help businesses thrive in any situation.

Additional Materials
Webinar FAQs
Frequently Asked Questions
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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.

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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.