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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