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SmartVault Demo - test

SmartVault for Businesses

Everything you need to know about using SmartVault to securely store & share files in the cloud. 

In this session, we'll cover:

  Online document storage. Discover a single, secure location for storing your files in the cloud 

✔  Secure file sharing. Learn about the safest ways to send & receive sensitive files, and stay in compliance

✔  Integrated document management. Get to know our plug-ins for QuickBooks, Microsoft Outlook, & more

✔  Live Q&A. We'll answer your questions & provide instructions for how to get started with SmartVault


SmartVault for Accountants

Everything you need to know about using SmartVault's secure client portal to collaborate with clients online.

In this session, we'll cover: 

✔  Taking your firm paperless. See how you can use SmartVault to manage your files in the cloud. 

✔  Secure client portals for sharing. Learn about the safest ways to share files with your clients, & stay in compliance

✔  Integrated document management. Get to know our plug-ins for QuickBooks, Xero, FreshBooks, & more. 

✔  Live Q&A. We'll answer your questions & provide instructions for how to get started with SmartVault

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Last modified
12:13, 5 Mar 2014

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