Tax Season Tune-Up with SmartVault

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SmartVault Document Cloud Management & Storage

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

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

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


Sarah Gardiner

All stories by: Sarah Gardiner