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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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Free cpe webinars
UltraTax Efficiency Hack: Replace FileCabinet CS with Modern, Reliable Tools

ULTRATAX EFFICIENCY HACK: REPLACE FILECABINET CS WITH MODERN, RELIABLE TOOLS

Available Date(s)
Tuesday, October 01, 2024: 2:00PM EDT

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

Is FileCabinet CS slowing down your firm with crashes, limited scalability, and a poor client experience? It's time for an upgrade.

In this webinar, Chris Farrell, CEO of Liscio; Daniel Fritz, Director of Products for SmartVault; and Caleb Jenkins, Leader of Client Accounting Services for RLJ Financial Services will demonstrate how the SmartVault and Liscio integration offers a superior alternative for UltraTax CS users.

You'll hear from firms that have successfully made the transition and realize the positive impact it has had on their operations. See firsthand how this powerful integration can eliminate the frustrations of outdated systems and propel your firm into the future of accounting technology.

Learning Objectives:


  • Recognize a unified system for source document collection, tax prep, and returns filing

  • Identify the features of a reliable, crash-free document management system

  • Evaluate the use of seamless client communication and document sharing

  • Describe how to implement mobile-friendly access for you and your clients

  • Identify scalable solutions that grow with your practice

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Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

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Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

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Caleb Jenkins, EA, CQP

RLJ Financial Services
Finance Manager/Auditor/Tax Manager
[email protected]
(209) 538-7758

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Caleb has been featured in Accounting Today, CPA Practice Advisor, AccountingWEB, Insightful Accountant, Pymnts.com, Modesto Bee, Central Valley Business Journal, Intuit Firm of the Future, Karbon Editions, and Receipt Bank among other news magazines.

Joe Woodard, a thought leader in the accounting industry said, "I believe Caleb is an incredible example of the next generation of QuickBooks ProAdvisors, and he has a very solid success story to tell around both his deep product knowledge and the way he leverages that deep knowledge to give back to others."​

As a Certified QuickBooks ProAdvisor, Caleb has also helped Christian Aid Ministries which does microfinance work with the working poor in developing countries. He has helped set up a specialized QuickBooks accounting system for their specific needs and continues to bring innovative technologies and ideas to help solve workflow problems and increase effectiveness for those in the field.

Additional Materials
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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.
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

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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.