Tax Season Tech Stack MVP - (Replay)

Maximizing the true profit potential of your practice during tax season is only possible if you have A-players on your team. SmartVault has been part of

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accountant and certified fraud examiner Dawn Brolin’s Starting Lineup for more than 10 tax seasons. In this webinar learn why Dawn considers SmartVault the Most Valuable Player in her tax season workflow--before she even starts a tax return!

Dawn will share with you all of her time-saving, productivity-boosting tax season workflows to help you maximize the power of SmartVault’s integrations with other key players in Dawn’s tax season playbook including Karbon, Lacerte, and Liscio.

In this webinar you will learn:

• The benefits of using a document management system that’s built for accounting firms.
• Why every firm needs a document management system, and how to choose one that will make your tax season more secure, streamlined, productive, and profitable.
• Transform your tax workflow by syncing SmartVault with Lacerte, ProSeries, or other tax software.
• Use the Request Documents feature in SmartVault to automatically obtain and track all of your client’s documents—before you even start a return!
• How to reduce administrative time and create new efficiencies before even getting to the first step of return preparation.
• How to implement or improve your cloud-based tax workflow.
• Create a collaborative client experience (CX) in the cloud with SmartVault and Liscio.
• Learn why the DocuSign integration in SmartVault is an amazing time saver for proposals, engagement letters, and tax returns.

Register now for this hands-on webinar that will show you how using SmartVault and its powerful technology integrations will increase your profits and productivity this tax season—and all year long! In fact, you may just discover how to free your time to do some things that will make you happy this tax season, which will help support your productivity, too!