Has it been a challenge to get more done in less time with a location-flexible bookkeeping or accounting team? Then now, more than ever, you need streamlined processes and a lean tech stack! But how can you go from chaos to a streamlined, efficient system with less stress?

It’s time to learn how to cut out the clutter and use only the tools that will get you the efficient and effective results you’re after. That’s what you get with this brand-new training.

Join Gabrielle Fontaine of Bookkeepers.com for a 60-minute interactive, practical session focused on building a robust and lean document management workflow.

You will also see a demo of how a simple, integrated document workflow system using SmartVault helps your team get more done in less time (and delight your clients in the process)!

You’ll walk away from this session with a clear, practical plan for leaner and more effective online accounting services.

Learning Objectives:

• Determine how to identify and remove what’s not working and wasting your resources


• Recognize how to consolidate and standardize your existing systems for maximum benefit


• Recognize where to leverage current online automation for added speed and convenience