Intuit Firms: Work Less, Earn More This Tax Season

Ready to take your tax season from uncontrollable to more enjoyable and profitable? Join our webinar to see how to build a scalable, efficient tax prep workflow with SmartVault and Intuit Lacerte/ProSeries.

Imagine a tax season where you:

• Never miss your kids’ baseball games or practices
• Double your client base while working fewer hours
• Walk away from your desk without falling behind

These aren’t pipe dreams – they’re real outcomes reported by Intuit firms using SmartVault.

You’ll discover how to:

• Automate client setup and document routing, saving hours per return
• Enhance security and maintain compliance effortlessly
• Improve client experience with an easy-to-use portal for document sharing and e-signatures
• Scale your practice with unlimited storage and flexible licensing

We’ll walk you through a complete tax prep workflow, showing how firms like yours are handling more clients without increasing stress.

Worried about implementation time? Don’t be! It’s quick to get onboard with SmartVault. You’ll be up and running well before tax season hits.

Fill out the form to gain access to the webinar recording and improve your firm’s operations and your work-life balance for this upcoming tax season.