Content Provider
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Self-Study CPE
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Free cpe webinars
Powering Your Firm in Any Situation with a Cloud-Based Tech Stack


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Firms that are safe from the unforeseen and ready for the future attribute three steps to their success: a firm vision, a proactive plan, and a cloud-based tech stack that when used together enables business continuity in any situation.  Join us for this webinar to learn how to evaluate cloud-based apps and hosting providers to meet your firm goals.

Learning Objectives:

  • Help understand risks to your business that are out of your control

  • Discuss how aligning your tech stack to your firm’s vision allows you to take back control of your business

  • Provide simple steps to develop proactive plans to prepare for disaster recovery

  • Show how Intuit Lacerte powered by Right Networks + SmartVault can provide a cloud-based tax technology stack that provides the security & reliability of the cloud without compromising on the features you need to stay efficient


William Madrid

Senior Account Manager

(866) 674-6785

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William's mission is to make people’s lives better at work by freeing them from routine or repetitive tasks and inspiring them to look for other ways to add value to their business or personal life.


Kevin Reinard

Intuit Accountants
Product Specialist
(916) 798-4604


Kevin Reinard has been with Intuit for over 34-years. He has served Intuit customers in various functions including product management and sales. Kevin’s expertise has been focused largely on customer training activities including webinars, recorded videos, and face to face events. Kevin is a Registered CA (CTEC) tax preparer.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.