Get to Know SmartVault for

Intuit® ProSeries® Tax

Introduction

• We’re recording today’s session and will make the video and slides available after the presentation

• We love questions! Submit your questions here and we will address them at the end of the presentation

• You can also use this if you have any technical issues

CPE Credit

• This live presentation is eligible for CPE

• We will ask 4 polling questions throughout the session

• You MUST respond to all 4 polls to earn CPE

• You will have approximately 60 seconds to respond to each poll

POLLING QUESTION 1

What We’ll Cover

Eric PulaskiFounder and CEO

o SmartVault Snapshot

o Live Demo

o Frequently Asked Questions

o How to Learn More

o Live Q&A

Client PortalSecurely share files

Embedded WorkflowRight from your apps

SmartVault is a cloud service that provides…

Document ManagementStore documents online

… built for accounting professionals

Growing Ecosystem of Integrated Apps…

where documents can be stored centrally & accessed from a variety of productivity applications & devices used by accountants & their clients

SmartVault “Inside”

Next up: Integration with

OVER 7,000 ACCOUNTANTS

USE SMARTVAULT TO SHARE FILES

WITH OVER 100,000 CLIENTS

POLLING QUESTION 2

LIVE DEMO

POLLING QUESTION 3

What’s Being Released in January

• Connected Desktopo Annotations

o Issues

FAQs

FAQs

Is there some way to migrate documents from ProSeries DMS to SmartVault?

Yes, with the SmartVault Migration Tool.

This one-step solution doesn’t require a multi-step export / import process.

FAQs

Does SmartVault support E-Signature Integration?

Yes. You can save/print e-File authorization

forms that have been e-signed by your clients

from ProSeries to SmartVault.

FAQs

Do you have a solution if I don’t want to store my confidential document in the cloud?

Yes, with SmartVault Local.

SmartVault Local is a good fit if you…

• Want to manage your own IT and security infrastructure

• Don’t want your confidential documents to be stored in the cloud (you think you can manage security better than SmartVault can)

• Don’t want a client portal(you can send encrypted email attachments with SmartVault Local)

• You want to restrict employees to only be able to access documents from inside your office

For Intuit DMS users, SmartVault Local gives you the benefits of DMS but without the database problems and with better security

Next Steps…

1. Start your free trial at:

2. Access free training resources at:

3. If you have any other questions, we’re here to help!

866.674.6785

@SmartVault

sales@smartvault.com

www.smartvault.com/accountants/tax

www.smartvault.com/smartvault-university

POLLING QUESTION 4

Audience Q&A