CPAacademy.org | HOW TO SLAY TAX SEASON WITH AN INTEGRATED WORKFLOW

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How to Slay Tax Season With an Integrated Workflow

Computer Software and Applications

HOW TO SLAY TAX SEASON WITH AN INTEGRATED WORKFLOW

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Course Description

While you’ve most likely heard about the benefits of an automated workflow, the key to see real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency of your firm, it will add value to your clients and can boost your revenue.

Learning Objectives:

Learn how to automate and integrate your tax workflow using tech like Lacerte/ProSeries, SmartVault, and DocuSign

Observe the differences between automating and integrating your workflow

Learn the key benefits of an integrated workflow

Discover exactly how easy it is to use SmartVault, the only integrated document management and client portal solution for Intuit’s Lacerte & ProSeries

Plus, we’ll save time at the end for live Q&A!

George Abdelmessih

SmartVault
National Sales Manager
george.abdelmessih@smartvault.com
(866) 674-6785

Lacey Myrick

SmartVault
Senior Marketing Manager
lacey.myrick@smartvault.com
(713) 479-5439

Lacey has been an innovative Marketing leader with 9+ years of experience delivering exceptional B2C and B2B marketing campaigns, content and collateral based on established and innovative strategies. Prior to joining SmartVault, she lead key initiatives in the electricity, eCommerce, and technology industries. She is experienced in both customer and lead generation marketing, with a true passion for delivering a solution that is a need of the consumer.

Lacey holds an MBA and a BBA from Millsaps University in Jackson, MS. In 2014 she moved to Houston, TX to pursue her passion of a Sr. Marketing role. SmartVault has become a second home for her, and she thrives on delivering value to those in need of solutions that will help businesses thrive in any situation.

Frequently Asked Questions

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About Our Presenter

SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.