See why cloud-based document management is a must-have for accounting and tax firms. This demo-led webinar showcases how SmartVault integrates with Thomson Reuters® UltraTax CS for faster, safer workflows.
You’ll see how combining Rightworks and SmartVault lets you:
- Enhance collaboration with secure client portals
- Automate filing with custom folder templates
- Keep sensitive data secure and compliant
- Accelerate timelines with built-in document requests and reminders
- Reduce manual work and reclaim time for high-value services
Presenters: Kevin Roosa, VP, Sales, Rightworks, Aaron Dick, Director of Sales, SmartVault