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Aaron Dick

SmartVault
Senior Account Manager
aaron.dick@smartvault.com
(866) 674-6785

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Aaron Dick is Senior Account Manager for SmartVault. He has been with the company for six years and is an authority on document management for accountants. Aaron regularly runs educational webinars with our partners and customers. 

About Us: SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.

Archived Webinars

INTUIT FIRMS: WORK-LESS, EARN MORE THIS TAX SEASON
Recorded Date January 28, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
HOW A SMART DOCUMENT MANAGEMENT SYSTEM CAN IMPROVE YOUR PRACTICE
Recorded Date September 11, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm