Building the perfect tax tech stack around Intuit ProConnect
Discover the first truly integrated ecosystem built specifically for Intuit ProConnect users.
About this webinar
Join Intuit, Karbon, Ignition, and SmartVault for an exclusive reveal of the first truly integrated ecosystem built around Intuit ProConnect.
In this action-packed 60-minute session, all four platforms are joining forces to demonstrate how you can leverage the deep integrations between ProConnect, Karbon, Ignition and SmartVault to create the perfect tax tech stack and workflow.
What to expect:
Live demos of seamless data flow: From client proposals, to client intake, to tax filing, to billing and secure document delivery
ProConnect integrations that actually work: Unlike basic ’print-to-file’ connections, this deep integration features contact syncing, eSignatures, filing status updates, and comprehensive workflow orchestration
Best-of-breed without the headaches: Learn how to combine specialized, best-of-breed tools that excel in their core functions while eliminating the fragmentation that's been holding your firm back
Real ROI from a real firm: Hear directly from a tax firm owner who transformed their practice operations and dramatically improved client experience using this integrated approach
Whether you're drowning in manual processes, frustrated with your current tech stack, or ready to scale your firm with modern solutions, this webinar reveals the integrated ecosystem that matches ProConnect's innovation pace.
![Ian Vacin]()
Ian VacinCo-Founder & Chief Partnerships Officer, KarbonIan is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.
![Chad Helmlinger]()
Chad HelmlingerDirector of Product Marketing, SmartVaultChad Helmlinger is the Director of Product Marketing at SmartVault, a leading provider of cloud-based document management and secure client portals. Based in Texas, Chad is passionate about helping accounting firms streamline operations and unlock the full value of SmartVault. With deep expertise in the accounting industry, he understands the workflow challenges firms face and partners with them to implement solutions that save time, reduce costs, and boost efficiency. Chad is also a frequent contributor to industry webinars and panels, where he shares practical insights and strategies for modernizing firm operations
![Ryan Embree]()
Ryan EmbreeDirector of Partnerships, IgnitionRyan has spent the past decade at Ignition as the Director of Partnerships, empowering accounting professionals to streamline their practices through innovative technology. His journey with the company has spanned its global expansion, with roles in Australia, Canada, and the UK before he ultimately put down roots in Chicago.
