Demo: Get to Know SmartVault

For Lacerte and ProSeries Tax

Join us for an interactive demo of SmartVault’s new integrated document management and file sharing capabilities, right inside your Lacerte or ProSeries tax application. In this session, we'll demonstrate:

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The new built-in document management capabilities inside of Lacerte and ProSeries

How to print and share tax returns securely in just one click – with an integrated client portal

Quick and easy set up using existing data and templates already in the tax app!

We'll also reserve time for live Q&A at the end of the session. So bring your questions! 


Register for a Live Session:

Note: all sessions are Central Time. Once registered, you will receive an email confirming your registration, with the information you need to join the webinar. 


Hosted by...

Eric Pulaski, CEO and Founder of SmartVault Corporation


Eric founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy. 

Watch a Recorded Session:

None of the times above work for you? Watch a recorded session on demand now.