CPAacademy.org | HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE

Content Provider

Self-Study CPE

SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register

ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register

TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register

PRICING FOR PROFIT
View Details/Register

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register

THE MBA GUIDEBOOK
View Details/Register

UNDERSTANDING ORGANIZATIONAL BEHAVIOR
View Details/Register

How a Smart Document Management System Can Improve Your Practice

Software Demo Included

Business Management and Organization

HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE YOUR PRACTICE

Available Date(s)

Tuesday, April 29, 2025: 4:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

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

Aaron Dick

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

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.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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

About Our Presenter

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.