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Smartvaultlacerteproseries smartvault

GET TO KNOW SMARTVAULT FOR LACERTE & PROSERIES: DEMO

Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  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!

Testimonials

"Thank you for some very helpful information!"

"Very well presented. Easy to follow."

"Great presentation."

"Very informative. Would recommend to other CPA's who use Pro Series."

"Well presented. Very interesting and timely product."

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Sam Santangelo

SmartVault
eLearning Content Manager
sam.santangelo@smartvault.com
(866) 674-6785

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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 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

NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 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.