While you’ve most likely heard about the benefits of an automated workflow, the key to seeing real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency of your firm but will also add value to your clients and can boost your revenue.

Join us for this one-hour session to learn how to automate and integrate your tax workflow using technology like Lacerte/ProSeries, SmartVault, and DocuSign. We’ll discuss the differences between automating and integrating your workflow as well as the key benefits of an integrated workflow. Attendees will see exactly how easy it is to use SmartVault, the only integrated document management and client portal solution for Intuit’s Lacerte and ProSeries!

Learning Objectives:

• Identify the differences between an automated workflow and an integrated workflow


• Recall the key benefits of an integrated workflow


• Determine how to streamline your tax workflow without compromising on security or convenience