Presenter: Eric Pulaski

Format: Download MP4 video of presentation slides and audio

SmartVault has upped the game when it comes to helping accountants speed up and simplify their day-to-day document workflow. Collect, manage, prepare and share all client information with speed and efficiency.?Join us for a live demonstration of the newly released SmartVault for Accountants, and learn how you can:

• Streamline data collection ? get the information you need from clients quickly and efficiently
• Access and manage client information quickly and easily ? client information is at your fingertips from the Connected Desktop, or right from your accounting application
• Save time when distributing client information ? use bulk email and mail merge to send custom emails to 5, 50 or 500 clients
• Set up new clients faster and more efficiently ? automatically set up folders, users, security and workflow rules
• Share files securely and stay in compliance ? with a built-in custom branded client portal they can access right from your website