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Current Customers:
Go from Taxing to Relaxing This Tax Season
A checklist designed for customers to set your firm up for a smoother season.
We've created a simple process to help you prepare for and get through the busy season feeling more accomplished and stressing less.
STEP 1: Evaluate Your Workflows
Review your workflows now to prevent the last-minute scrambles that lead to long hours and burnout. To get ahead we’re offering customers complimentary account optimization sessions to ensure you have the ideal workflows and tools for tax season.
STEP 2: Refresh Your SmartVault Skills
Sharpen your skills with our latest educational offerings updated with the latest features and enhancements. We offer flexible learning options to fit your schedule and style.
STEP 3: Download the Full Checklist
We’ve created a comprehensive and detailed checklist with all our suggested, actionable steps to take now to set your firm up for a smooth tax season.
On-Demand Webinar: What’s New What’s Coming in 2025
ICYMI! Watch our leadership panel share new features, upcoming enhancements and exciting resources tailored specifically for SmartVault customers to simplify their tax prep processes. Watch now to make your next tax season smoother!
