Content Provider
Smartvault logo
Blankbox
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Integrating Lacerte and SmartVault: 5 Ways To Automate Your Tax Season

INTEGRATING LACERTE AND SMARTVAULT: 5 WAYS TO AUTOMATE YOUR TAX SEASON

This webinar was previously titled "5 WAYS TO AUTOMATE YOUR TAX SEASON WITH LACERTE AND SMARTVAULT"
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us to hear from accounting professional John Coleman from Commonwealth Business Services, as well as experts at Lacerte and SmartVault, as we discuss five ways to automate your tax season. Hear from other accountants as they explain how they use Lacerte and SmartVault together. Bring your questions and get answers from the experts during this session.

Learning Objectives: 


  • List five ways to automate your tax season 

  • Recognize how other accounting professionals use Lacerte and SmartVault to improve their tax season 

  • Determine how Lacerte and SmartVault work together 

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Smartvault logo

Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

Linkedin

Kevin Reinard

Intuit Accountants
Product Specialist
kevin_reinard@intuit.com
(916) 798-4604

Intuitaccountants

Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.

Commonwealth business logo

John Coleman, CPA, is the owner of Commonwealth Business Services in Fredericksburg, Virginia. His firm, which has nearly 15 staff and more than 600 tax clients, offers a broad range of services to business owners, executives, and independent professionals.

About Our Presenter

Smartvault logo
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.