SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities.
Automate the collection of source files from clients, banks, and vendors.
Use out of the box custom folder templates to create consistency in your document storage.
Give clients 24/7 access to their information allowing them to self-serve.
Attach source documents to your transactions for full audit history.
Customize your client portal and securely share documents with your clients (while keeping your internal data secure).
Save time with our built-in workflows and bulk email features.
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.
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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