On Demand - Taxes & The Digital Vault

Modified on: Tue, 9 Feb, 2021 at 3:12 PM


Discover how the Digital Vault can help you complete your taxes in a pain-free way! The FutureVault team shows you the advantage of using the vault and how it can streamline this busy time of year.

We show you how to:

  • Create Trusted Advisors and assigning checklist items
  • Share documentation with the company regarding taxes
  • Utilize the checklists your advisors or sponsor company have assigned you to ensure you have all their documentation

The Digital Vault is here to help you out this tax season. Send and receive documents safely and securely all in one place. This webinar series will help you build the confidence and knowledge to ensure you are getting the most out of it.





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