Tax Season Tune-Up with SmartVault
Brush Up on Best Practices for Securely and Easily Sharing Tax Documents this Season!
Free Webinar Signup: Thursday, February 9 @ 1:00 PM CST
With tax deadlines looming, we know that right now your firm is busy gearing up for… well… busy season. But there’s still time to tune-up your file sharing workflow, to ensure that your firm is operating like a well-oiled machine from now through April 15th. You wouldn’t set out on a cross country road trip without checking the tires… so why not kick off tax season with a quick workflow tune-up?
Eric Pulaski, CEO SmartVault
We know your time is in high demand – give us 30 minutes and we’ll show you 3 things you can start doing today to improve your workflow:
Melissa Schepps, CPA
Export and save tax returns to a client folder in SmartVault with a single click
Securely share tax documents with your clients – and stay in compliance
Request client documents right from Outlook, with the new SmartVault Plug-in for Microsoft Outlook!
And don’t forget to invite your staff, so your whole team is tuned-up and ready to take tax season by storm!
Cloud9 partner, SmartVault is a leading provider of Software-as-a-Service (SaaS) document management solutions.
Free Webinar Signup: Thursday, February 9 @ 1:00 PM CST
