Recording Now Available: Charting the Path to a Paperless Office in the Cloud with SmartVault and Swizznet

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Missed the Webinar, but still want to watch the recording? No problem!

Watch Now!

In this interactive webinar, we’ll show you how SmartVault can be integrated into common workflows in your practice – tax preparation, bookkeeping, “clean up” and virtual CFO services – so that you can work more efficiently, be more responsive to your clients, and ultimately deliver more profit to your practice. In this session specifically designed for Swizznet customers, you’ll see a live demo of SmartVault in action and learn how to:

  • Make the move to a paperless office and leverage secure online document storage and backup of your files
  • Securely share files with your clients, and give them an easy way to upload files to you
  • Publish reports, financials, and tax returns to your clients, and automatically notify them when a new file is available
  • Scan and attach source documents to entries in QuickBooks and other applications, so you can store a document once and access it anytime, anywhere, and from inside any app
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