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Free cpe webinars
Advanced Document Management Systems Are the MVP of Your Tax-Season Tech Stack

ADVANCED DOCUMENT MANAGEMENT SYSTEMS ARE THE MVP OF YOUR TAX-SEASON TECH STACK

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Maximizing the true profit potential of your practice during tax season is only possible if you have A-players on your team. SmartVault has been part of Accountant and Certified Fraud Examiner Dawn Brolin’s starting lineup for more than 10 tax seasons. In this session, learn why Dawn considers SmartVault the Most Valuable Player in her tax season workflow—before she even starts a tax return!

Dawn will share with you all of her time-saving, productivity-boosting tax season workflows to help you maximize the power of SmartVault’s integrations with other key players in Dawn’s tax season playbook including Karbon, Lacerte, and Liscio. Join this hands-on webinar that will show you how using SmartVault and its powerful technology integrations will increase your profits and productivity this tax season—and all year long! In fact, you may just discover how to free your time to do some things that will make you happy this tax season, in turn increasing your productivity too!

Learning Objectives:


  • Identify the benefits of using a document management system that’s built for accounting firms

  • Recognize why every firm needs a document management system and how to choose one that will make your tax season more secure, streamlined, productive, and profitable

  • Practice using the Request Documents feature in SmartVault to automatically obtain and track all your client’s documents—before you even start a return

  • Determine how to reduce administrative time and create new efficiencies before even getting to the first step of return preparation

  • Recall how to implement or improve your cloud-based tax workflow 

  • Summarize how to create a collaborative client experience (CX) in the cloud with SmartVault and Liscio 

  • Learn why the DocuSign integration in SmartVault is an amazing timesaver for proposals, engagement letters, and tax returns

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS, and State Agency consulting firm. Powerful Accounting has recently partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting, and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and small businesses’ implementation.

Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group, and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her fantastic Team at Powerful Accounting.  

Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to continuing education motivates her to learn something new every day, and she recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license.
 

About Our Sponsor

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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.