Mark your calendars for our upcoming webinar, Document Automation for Enrolled Agents: SmartVault Demo, happening on July 16th, 2025 at 1pm ET. If you’re an accountant looking to upgrade your document management, securely share files with clients and streamline your tax workflow in the cloud, then this webinar is for you. See how Smartvault can take your firm to the next level by improving your document organization, automation and collaboration alongside easy data migration and onboarding.

• Integrate SmartVault seamlessly with your tax software (including Lacerte, ProSeries, ProConnect, Ultratax, Drake, CCH and more)
• Protect client data and meet IRS standards with SmartVault’s built-in security and compliance features
• Improve your client experience with a professional, branded portal for easy document exchange