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Using SmartVault to securely store and share your files in the cloud.

SmartVault for
Small Businesses

In this session, we'll cover using SmartVault for:

  Online document storage

  Secure file sharing 

 QuickBooks integration

 Live Q&A

SmartVault for
Client Bookkeeping

Using SmartVault to collaborate with clients and boost efficiency in your firm.

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In this session, we'll show you the power of SmartVault in your firm:

  Going paperless in your firm

  Creating a secure client portal

  QuickBooks integration & more

 Live Q&A

SmartVault for
Tax Prep

Using SmartVault for Lacerte & ProSeries to transform your tax prep workflow.

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In this session, we'll show you how to turbocharge your workflow with:

  Integrated DMS for Lacerte/ProSeries

  Built-in client portals for secure file sharing

  Turnkey setup using Lacerte data

 Live Q&A

Can't join us live? Watch a recorded session