According to a recent survey, accountants spend up to 40% of their time searching for and organizing client documents. Optimizing the way you save and organize your client files can both create consistency and save you time by reducing manual errors, organizing file naming conventions, and allowing clients to self-serve their documents.
SmartVault's latest feature, SmartRouting, is designed specifically for UltraTax users to enable files to be automatically and intelligently routed to the correct client folder from UltraTax into SmartVault. Find out why and how to make your firm more efficient by integrating your technology.
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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.