SmartVault presents this 2-session series on Improving (session 1) and Customizing (session 2) your Workflow.
QuickBooks and SmartVault (2 Session Series)
SmartVault presents this 2-session series on Improving (session 1) and Customizing (session 2) your Workflow.
Improving Your Workflow with SmartVault (Session 1)
Eric Pulaski, CEO and Founder of SmartVault, will show you the value of SmartVault and the benefits it can bring to your business and to the businesses of your clients. Product focus will be on using SmartVault’s integration with QuickBooks and QuickBooks Online to streamline workflow, as well in using SmartVault for write-up and tax preparation services. Additional emphasis on using SmartVault to store, share and manage documents. Then a panel of 3 participant peers will cover each specific use of SmartVault, in actual case studies, demonstrating how you can improve your workflow just as they did.
Customizing SmartVault for Your Specific Workflow (Session 2)
David Abbot, who serves as Senior Technologist, and Michael Webb, Chief Technology Officer, for SmartVault will demonstrate how easy it is to integrate SmartVault into your website….COPY, PASTE, DONE ! How easy is that? (Murph)
You will be introduced to customization of SmartVault for your specific workflow, or the workflow of your clients. Current users of SmartVault, as well as those researching document management, will both find this session interesting and informative. For example, you will learn about including SmartVault’s patented toolbar inside of your Apps to make ‘SmartVault-ing’ even easier. (I just love to ‘coin’ terms...Murph)
SmartVault promises that this will be a fun and interactive session, you can even try to ‘stump the developer’….