Future Forward October 2025 - App Academy
Join us on Thursday, November 6, for a fast-paced App Academy that brings together powerhouse solutions for accounting professionals and ProAdvisors looking to automate, grow, and streamline operations.
Each 20-minute session is packed with actionable insights, live demos, and tools that just work—so you can get more done without the overwhelm.
Agenda & Sponsors:
Drake Software: 1-1:20 PM EDT
Empower Your Practice with Drake Software: Streamline Tax Preparation and Workflow
Whether you met us at Intuit Connect or are exploring Avalara for the first time, this 20-minute demo shows how our QuickBooks integration helps businesses and accounting firms automate tax calculation, filing, and reporting. Learn how to reduce manual work, improve accuracy, and support clients or operations more efficiently—all within the tools you already use.
SmartVault: 1:20-1:40 EDT
Improve Your Tax Prep Workflow with SmartVault’s New Features
If you’re an accountant ready to modernize your document management and tax workflow, this session is for you. Discover SmartVault’s latest features — new tax software integrations, AI-powered client intake, and mobile smart scanning.
Learn how to:
- Integrate SmartVault with top tax software (Lacerte, ProSeries, ProConnect, Ultratax, Drake, CCH, and more)
- Protect client data with built-in IRS-compliant security
- Enhance your client experience with a branded, professional document portal
Xero: 1:40-2:00 PM EDT
Intro to Xero
Looking to grow and scale your business further? Join us for a demo of the platform and discover the possible efficiency gains with the power of Xero.
What you'll learn:
- How to get started
- Live demo of the platform
- How to get involved with the Xero community
Cost: Free
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