Future Forward September 2026 App Academy
(1:00-1:30 PM ET)
Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms
Speaker: Daniel Fritz, VP of Product Engineering at SmartVault
If your firm runs on Intuit (Lacerte, ProSeries, or ProConnect) and juggles QuickBooks on top of it, you already know the real bottleneck isn't tax prep itself. It's everything disconnected around it: chasing documents, re-entering data, and stitching together tools that were never built to talk to each other.
Join Daniel Fritz, VP of Product Engineering at SmartVault, for a live, end to end walkthrough of how SmartVault brings your entire tax workflow into one connected system: Engage, Collect, Prep & Review, Deliver, and Archive, so nothing falls through the cracks between client intake and final delivery.
In this session, you'll see:
- How to automate document collection and cut the back and forth email chase
- A live demo of the full workflow, from client engagement to secure archiving
- Where SmartVault fits directly into your existing Lacerte, ProSeries, or ProConnect setup
- Why QuickBooks users in particular are sitting on an even bigger opportunity to streamline, and how to unlock it
Whether you're buried in busy season chaos or just tired of your tools not working together, this session will show you exactly how to get hours back and finally run tax season as one connected process instead of five disconnected ones.
(1:30-2:00 PM ET)
See Invoiced in Action: A/R Workflow from Invoice to Reconciliation
Speaker: Melanie Bowman, Senior Manager, Sales and Partnerships at Flywire
Real-time walkthrough of how modern A/R platforms handle the full invoice-to-cash lifecycle — from invoice generation and payment collection to AI-powered reconciliation and cash flow visibility. We'll show how Invoiced integrates directly with Dynamics (and other ERPs) so accounting teams spend less time toggling between systems and more time on strategic close and forecasting. Ideal for accounting leaders, controllers, and finance ops teams looking to see what streamlined A/R actually looks like in practice.
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer