your guide to a simpler, speedier workflow€¦ · why bookkeepers ♥ smartvault • streamlined...
TRANSCRIPT
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
[email protected] @SmartVault
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