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Free cpe webinars
Take Back Your Time: Save Time with Online Document Management

TAKE BACK YOUR TIME: SAVE TIME WITH ONLINE DOCUMENT MANAGEMENT

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
Course Description

On average, employees spend 1.8 hours every day searching for and gathering information and files. Traditional document management can be repetitive, cumbersome, and time intensive. In this webinar, learn how online document management can streamline everything from document signatures and organization to the ways you communicate and share files with clients.
 
Join us for this live, one-hour session to learn:


  • The key differences between traditional and smart document management

  • The benefits of online document managements

  • Risks associated with traditional, paper documents

  • How to use tools like SmartVault to streamline client communications and files


Plus, we’ll save time at the end for live Q&A!

Linkedin

Ivy Donnie

SmartVault
Director of Sales
ivy.donnie@smartvault.com
(713) 479-5432

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Ivy Donnie is the Director of Sales at SmartVault, an all-in-one solution for online document storage and secure file sharing built for accounting and business professionals.

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

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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.