your guide to a simpler, speedier workflow€¦ · why bookkeepers ♥ smartvault • streamlined...

Your Guide to a Simpler,

Speedier Workflow With

Eric Pulaski and Gabrielle Fontaine

Your Hosts

Eric Pulaski Founder and CEO,

SmartVault Corporation

Gabrielle Fontaine Professional Bookkeeper

TheFreelanceBookkeeper.com

What You’ll Learn

What is SmartVault?

SmartVault for Tax Prep

o Why Tax Pros ♥ SmartVault

o Demo of Tax Prep Workflows

SmartVault for Bookkeeping

o Why Bookkeepers ♥ SmartVault

o Demo of Bookkeeping Workflows

More Automation with SmartVault o Why SmartVault is your go-to for document automation

o Demo of Automation Workflows

Audience Q&A

Who We Are, What We Do…

What is SmartVault?

Our Vision

To make people’s lives better at

work by freeing them from routine

tasks, so they can focus on doing

what they love.

Client Portal Securely share files

Embedded Workflow Right from your apps

SmartVault is a cloud service that provides…

Document Management Store documents online

… built for accountants and bookkeepers

Growing Ecosystem of

Integrated Apps…

where documents can be

stored centrally & accessed

from a variety of productivity

applications & devices used by

accountants & their clients

SmartVault “Inside”

OVER 11,000 ACCOUNTING PROS

USE SMARTVAULT TO SHARE FILES

WITH OVER 350,000 CLIENTS

SmartVault Helps Accounting Professionals…

• Work faster and smarter – go

paperless and streamline workflows

• Grow your business – transform your

efficiency and drive higher value billing

• Enhance professionalism and

security – with a custom client portal

• Break through geographical

boundaries – staff and clients can be

anywhere

How Tax Pros Use SmartVault

SmartVault for Tax Prep

Why Tax Pros ♥ SmartVault

• Automation of Routine Tasks

o Fast and easy delivery of tax organizers and group emails

o Predefined customer folder templates (customizable)

• Branding & Security

o Firm branding so clients feel safe

o Built for accountants with an audit trail & granular permissions

• Integration & Communication

o Seamless integration with Lacerte and ProSeries

o Quick and simple document sharing & email messaging

Why Tax Pros ♥ SmartVault

v

“We easily saved about 15 minutes per tax return... Multiply

this by 2,500 returns, I would say that we saved about

$10,000 in labor costs. And that’s a big win!”

BILLY JOHNSTON, CPA

Adams, Jenkins & Cheatham

Demo of SmartVault for Tax Prep

Folder Templates

Group Emails

Client Portal

How Bookkeepers Use SmartVault

SmartVault for Bookkeeping

Why Bookkeepers ♥ SmartVault

• Streamlined Client Communications

o Easier document management and access

o Simple client file access and digital conversion

o Integration with QuickBooks, Xero and FreshBooks

DANIEL MAGENCE

Principal

“SmartVault has been the best tool for getting information from

my clients in an easy and secure manner. My clients rave to me

about the easy-to-use functionality of the software.”

Why Bookkeepers ♥ SmartVault

Gather

Scan Upload Automate

Process

Attach docs Reconcile Reports

File

Share Organize Store

Helps Streamline Our Core Workflow

Demo of SmartVault for Bookkeeping

Inbox

Toolbar

Connected Desktop

More Ways to Use SmartVault

Automating Your Workflows

Speed Up the Process with SmartVault!

• Automatic Document Routing

o SmartVault Print Driver works from any app

o Integration with Document Fetching (HubDoc, FileThis Pro)

• Automated Collaboration & Sharing

o Automatic alerts for file uploads, download and changes

o Automatic & Secure QuickBooks data file backup and sharing

o File sharing inside Outlook

o Mobile apps

Demo of Workflow Automations

Print Driver

Outlook Plugin

Build a Workflow that Works For You...

• Leverage technology for more efficient communication

• Automate client document intake to save time

• Go digital and move to the cloud for anytime access

• Streamline client collaboration (make it win-win)

• Speed up and standardize routine tasks for faster growth

What’s Next?

Visit the SmartVault booth during the lunch break.

We’re here to help!

Eric & Gabrielle will be available to answer your questions.

Start your free trial smartvault.com/accountants

Visit the SmartVault booth to learn about special offers for AccountEx attendees!

Get free training smartvault.com/smartvault-university

866.674.6785

TOLL-FREE

sales@smartvault.com @SmartVault

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