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How a Smart Document Management System Can Improve Your Practice

HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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. Aaron Dick, Senior Account Manager at SmartVault, will provide insights into today's most pressing challenges facing accounting practices and demonstrate 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.

Learning Objectives:


  • Identify how to prepare for and address the evolving challenges firms face, like data security, collaboration, organization, and compliance

  • Determine how SmartVault’s DMS and client portal is the all-in-one solution to optimize workflows, securely store documents, and enable seamless teamwork

  • List five ways SmartVault elevates accounting practices through features like automated filing, advanced access controls, digital signatures, and more

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Aaron Dick

SmartVault
Senior Account Manager
[email protected]
(866) 674-6785

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Aaron Dick is Senior Account Manager for SmartVault. He has been with the company for six years and is an authority on document management for accountants. Aaron regularly runs educational webinars with our partners and customers. 

About Our Presenter

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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.