Modernize YOUR Back Office: Join TSheets, Funding Gates and SmartVault for a "Power Hour" Overview of Today's Top Industry Solutions

Wednesday, May 14, 2014 | 2:00 PM ET | 1:00 PM CT | 12:00 PM MT | 11:00 AM PT

As an accounting professional, you do all that you can to help your clients create better processes and save time and money...shouldn’t you do the same?  Don’t let another week go by continuing to operate your businesses with antiquated processes such as:

  • manually tracking and processing time cards for payroll,
  • spending hours chasing money owed to you and writing off debt,
  • losing valuable time trying to find the right document when you need it – or worrying about data security when sharing files with clients

All three of these activities are necessary and vital to your business, but why not implement a highly efficient, easy-to-implement solution for each? 

Three Learning Objectives:

1. TSheets: Accountants NOW have an alternative to the manual organizing, tracking, and entering of key information required to run payroll. 

2. Funding Gates: Moving your AR management to the cloud can get you (and your clients) paid faster!

3. SmartVault:  Build a High Value, Highly Efficient Workflow…(yes, REALLY!)

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the  registration form at the right.

Presented by:
Gail Perry Gail Perry, Editor-in-Chief, CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor's degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

Jessie Bryant Jessie Bryant, Account Programs Director,

Jessie Bryant currently manages various TSheets Accountant and ProAdvisor relations campaigns and marketing program efforts. She ♥'s ACCOUNTANTS and strives to make their jobs easier through the support and implementation of TSheets' incredible products.


Meredith Wood Meredith Wood, Director of Community Relations, Funding Gates

Meredith Wood is the Director of Community Relations at Funding Gates, the CRM for receivables management that helps small businesses collect on their open invoices. Meredith is a resident Finance Advisor on American Express OPEN Forum and an avid business writer. Her advice consistently appears on such sites as Yahoo!, Fox Business, Amex OPEN, AllBusiness and many more. Meredith is also the Senior Financial and B2B Correspondent for AlleyWire.

Eric Pulaski

Eric Pulaski, Founder and CEO, SmartVault

Eric founded SmartVault Corporation in November of 2007 and currently serves as the company's Chief Executive Officer. As founder, Eric has made it his mission to deliver a cloud-based document management system that is both highly secure and easy  to use for our customers and those they share files with. SmartVault is unique in its approach – integrating document management capabilities right inside apps customers already use, like QuickBooks – which really transforms workflow and creates massive efficiency gains for businesses and accountants. He contributed heavily to the initial formation and conception of SmartVault and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.

This FREE online seminar is a continuation of the magazine's mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

SmartVault FundingGates

CPA Practice Advisor 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: For more information regarding administrative policies please contact Isaac O'Bannon at 800-547-7377 x2110

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