Content Provider
Smartvault logo

Middlebanner astps03182024
Self-Study CPE
6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
View Details/Register
UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
View Details/Register
INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
View Details/Register
BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
View Details/Register
BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
View Details/Register
Smartvaultlacerteproseries smartvault

GET TO KNOW SMARTVAULT FOR LACERTE & PROSERIES: DEMO

Register
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

Join us for an interactive demo of SmartVault’s integrated document management and file sharing capabilities, right inside your Lacerte or ProSeries tax application. Identify how SmartVault works with Lacerte and ProSeries to help accountants and tax preparers speed up their workflow. We’ll also reserve time for live Q&A at the end of the session, so bring your questions!

Learning Objectives

  • Our integrated document management capabilities within Lacerte and ProSeries.

  • How to streamline the process of setting up clients and collecting documents through customizable folder templates.

  • How to quickly print and share organizers and tax returns securely through our integrated client portal.

  • Easy ways to bolster your professional image and improve client satisfaction with a custom portal branded to match your firm’s website.

  • Improving your security posture with an always encrypted and compliant file sharing solution with an immutable activity log.

  • Quick and easy set-up using existing email and folder templates already in the tax app!

Linkedin

Sam Santangelo

SmartVault
eLearning Content Manager
sam.santangelo@smartvault.com
(713)479-5400

Smartvault logo

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.

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.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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

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.