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Description

Tax pros using ProConnect Tax Online know efficiency and security are everything during busy season. That’s why Intuit and SmartVault have partnered to deliver the only document management and client portal solution built directly into ProConnect—automating your end-to-end workflow in the cloud.

In this live webinar, you’ll see how SmartVault’s exclusive integration with ProConnect streamlines client document collection, tax return delivery, eSignatures, and secure storage—all in one place.

You’ll learn how to:

• Centralize and organize every document in one integrated cloud system
• Reclaim hours during tax season with automated workflows
• Protect client data with SOC 2 Type 2 compliance
• Deliver a modern client portal experience with eSignatures, and 24/7 access