Is FileCabinet CS slowing down your tax 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 when preparing tax returns. Discover how to digitize organizers and streamline 1040 workflows ahead of tax season.
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 See firsthand how this powerful integration can eliminate the frustrations of outdated systems and propel your firm into the future of accounting technology.
This webinar should be attended by tax preparers using Ultratax CS.
Learning Objectives:
SmartVault
Director of Products
[email protected]
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.
Liscio
CEO
[email protected]
(765) 566-7127
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.
RLJ Financial Services
Finance Manager/Auditor/Tax Manager
[email protected]
(209) 538-7758
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.
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