What's Extra about our Oct 7 QBTalks-Apps Show
Everyone wants to know what's 'Extra' about our upcoming QBTalks-Apps show. The answer is simple, not only 'Extra' content you will likely find valuable, but 'Extra' CPE, a whole 'Extra' 1/2 CPE credit for taking in the 90-minute show, rather than just the first 60-minutes.
In case you haven't heard, I got the idea for an 'Extra' segment from the late-night TV show that hypes they are "Extra, Extra, Extra". And sponsors are recognizing the value of providing a 'topic focused' extra to the main topic presented during the QBTalks -Apps show.
In fact, the upcoming 'Extra' segment of our 2PM (Eastern) Occtober 7, 2026, QBTalks-Apps show companions nicely with the 'main event'.
In this case, the main event of our QBTalks-Apps show will examine "What's New with Intuit Enterprise Suite", and SmartVault's Daniel Fritz, will show you how well SmartVault companions with Intuit Enterprise Suite, or any QuickBooks or Intuit Tax products to resolve the problems associated with missing or lost documents, data duplication and trying to mesh applications in your tech stack that simply don't "play well together."
SmartVault is a secure, cloud-based document management and client portal platform built specifically for accounting and tax professionals. The platform combines secure file storage, client collaboration, workflow automation, and compliance-focused controls in one system designed to help firms modernize document-heavy tax and accounting processes.
SmartVault’s primary value is in reducing the friction around client document exchange and back-office administration. SmartVault provides secure document management designed for accounting and tax firms. Rather than relying on email attachments, manual reminders, or disconnected storage tools, firms can use SmartVault to standardize how documents are requested, received, organized, signed, and retained. SmartVault also emphasizes automation across your various accounting and tax preparation workflows, with the goal of saving you valuable time.
SmartVault will focus their 'Extra' segment on demonstrating how it's the perfect cloud-based document management solution that focuses on secure workflows for accounting and tax firms needing client portals, centralized document collections, integrations, eSignature support, and compliance-oriented document controls. And, with more than 3 million users and 30,000 businesses worldwide, supporting the management of more than 500 million documents, they obviously have the expertise it takes to be the solution of choice.
During the 'Extra' segment, Daniel will provide a live end-to-end walkthrough of how SmartVault brings your accounting and tax workflows together, so nothing falls through the cracks. In other words, SmartVault provides 'extra' functionality for Intuit Enterprise Suite, QuickBooks and Intuit Tax products, which is exactly the kind of expanded capabilities our 'Extra' segments are all about.
And speaking of 'Extra', how about that extra .5 CPE credits you will receive when you attend all 90-minutes of the QBTalks-Extra show? That's right, when you attend all 90-minutes of the 2PM (Eastern) September 16, 2026, QBTalks-Extra show, and answer all four (4) of the CPE Polling Questions, you will qualify for 1.5 CPE. (Please note that you must attend a minimum of 75 of the 90 minutes, and that CPE Polling Question # 4 will be posed to the audience only after 75 minutes of the total show has lapsed.)
To register for this, and future, QBTalks shows, follow this link to the registration page.
You can also find out more about SmartVault by reading our App Aware: SmartVault Revisited feature HERE.
William Murphy
William (Bill) Murphy, better known as "Murph," is responsible for day-to-day technical content. He is also serves as Administrator for the Top Advisor Awards Program. Murph is an Advanced Certified ProAdvisor with over 30 years of QuickBooks consulting experience. He has more than 45 years of experience in Business, Finance and Public Accounting. For many years Murph was the “anchor” of the National Advisor Network’s online forum (now the Woodard forum) and three-time consecutive winner of the NAN Online MVP award. Murph has published numerous articles in industry publications and served as Technical Editor for Business Analysis with QuickBooks by Wiley Publishing.