Want to see how thousands of accounting firms are improving their organization, efficiency and client collaboration?
Join us for this informative webinar to learn how a document management system (DMS) can revolutionize your practice. Gain insights into today’s most pressing challenges facing accounting practices and see how SmartVault empowers firms with enhanced efficiency, productivity and security.
Whether you’re looking to boost productivity, ensure data integrity, improve client relationships or stay ahead of the competition, this webinar provides invaluable strategies and best practices for leveraging SmartVault to transform your firm.
You’ll discover:
- How to prepare for and address the evolving challenges firms face, like data security, collaboration, organization and compliance.
- How SmartVault’s DMS and client portal is the all-in-one solution to optimize workflows, securely store documents and enable seamless teamwork.
- Five ways SmartVault elevates accounting firms through features like automated filing, advanced access controls, digital signatures and more.
Presenters:
Aaron Dick, Senior Account Manager, SmartVault
Kevin Roosa, Senior Director of Firm Sales, Rightworks