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Self-Study CPE
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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Free cpe webinars
5 Ways to Automate Your Tax Season with Lacerte and SmartVault

5 WAYS TO AUTOMATE YOUR TAX SEASON WITH LACERTE AND SMARTVAULT

Available Date(s)
Wednesday, February 01, 2023: 12:00PM EST
Wednesday, February 08, 2023: 10:00AM EST
Thursday, February 16, 2023: 3:00PM EST
Thursday, February 23, 2023: 12:00PM EST
Wednesday, March 01, 2023: 12:00PM EST

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
Series: Bookkeeper
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 

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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.

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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.

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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.

Additional Materials
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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
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Nasba

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.