Join us to hear from accounting professional John Coleman from Commonwealth Business Services, as well as experts at Lacerte and SmartVault, as we discuss five ways to automate your tax season. Hear from other accountants as they explain how they use Lacerte and SmartVault together. Bring your questions and get answers from the experts during this session.
Learning Objectives:
SmartVault
Director of Products
[email protected]
Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.
Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.
Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.
Intuit Accountants
Product Specialist
[email protected]
(916) 798-4604
Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.
Commonwealth Business Services
Owner
[email protected]
(540) 371-1133
John Coleman, CPA, is the owner of Commonwealth Business Services in Fredericksburg, Virginia. His firm, which has nearly 15 staff and more than 600 tax clients, offers a broad range of services to business owners, executives, and independent professionals.