Imagine a tax season where you: 
• Never miss your kids' baseball games or practices 
• Double your client base while working fewer hours 
• Walk away from your desk without falling behind 

These aren't pipe dreams – they're real outcomes reported by Intuit firms using SmartVault. Ready to take your tax season from uncontrollable to more enjoyable and profitable? Join our webinar to see how to build a scalable, efficient tax prep workflow with SmartVault and Intuit Lacerte/ProSeries. We'll walk you through a complete tax prep workflow, showing how firms like yours handle more clients without increasing stress. 

Worried about implementation time? Don't be! It’s quick to get on board with SmartVault. You'll be up and running well before tax season hits. Register today to improve your firm's operations and work-life balance for this upcoming tax season. 

Learning Objectives:

• Outline how to automate client setup and document routing, saving hours per return 


• Plan how to enhance security and maintain compliance effortlessly 


• Recognize how to improve client experience with an easy-to-use portal for document sharing and e-signatures 


• Determine how to scale your practice with unlimited storage and flexible licensing

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222