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SmartVault
Thu, Jun 26
|Virtual via Zoom
Learn how to use the Smart Vault and get organized for the upcoming season with Waldorf Business Solutions. We use the vault to onboard clients, collect documents, prepare and deliver returns, and archive files.
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Time & Location
Jun 26, 2025, 12:00 PM – 1:00 PM
Virtual via Zoom
Guests
About the event
Training for Smart Vault in Our Tax Practice
Overview
Smart Vault is an essential tool for our tax practice, providing secure document storage and sharing capabilities. This training will cover the key features and best practices for utilizing Smart Vault effectively.
Training Objectives
Understand the basic functionalities of Smart Vault.
Learn how to securely upload and manage documents.
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