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Connect UltraTax CS And SmartVault: Create Consistency And Save Time
Computer Software and Applications

CONNECT ULTRATAX CS AND SMARTVAULT: CREATE CONSISTENCY AND SAVE TIME

This webinar was previously titled "CREATE CONSISTENCY AND SAVE TIME BY CONNECTING ULTRATAX AND SMARTVAULT"
Cost Free
Presentation Length 1.0 hour

Recorded DateMay 23, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

According to a recent survey, accountants spend up to 40% of their time searching for and organizing client documents. Optimizing the way you save and organize your client files can both create consistency and save you time by reducing manual errors, organizing file naming conventions, and allowing clients to self-serve their documents.

SmartVault's latest feature, SmartRouting, is designed specifically for UltraTax users to enable files to be automatically and intelligently routed to the correct client folder from UltraTax into SmartVault. Find out why and how to make your firm more efficient by integrating your technology. 

Learning Objectives: 


  • Determine how to connect UltraTax and SmartVault to transform your workflow 

  • Recognize how to create consistent processes to reduce manual errors and save time at your firm

  • List the benefits of automating document routing and saving when dealing with client files


Learn more about SmartVault -  HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE YOUR PRACTICE

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Daniel Fritz

SmartVault
Director of Products
[email protected]

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Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

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.