Last updated: 2025-09-19
User Webinars
These recordings of past webinars offer in-depth information about SmartOffice features; many also include Q&A sessions with SmartOffice users.
For more information about upcoming webinars, see SmartOffice Webinars & Training Videos.
Note: Many of our videos have been temporarily removed as we make revisions to our content. We will repost the videos soon. Thank you for your patience!
Table of Contents
By Topic
By Date
User Webinars by Topic
General
Introducing SmartOffice Secure
The trend toward working remotely carries risks in a highly regulated industry like financial services. Often, the weak point in a firm's cyber defenses is the devices its employees use. To address this, SmartOffice has introduced comprehensive "endpoint" (device) security to our already robust data security feature set with SmartOffice Secure.
>> Watch (0:57:13)
Exchange Sync & Cybersecurity: The Advisor Perspective
Keeping your clients' data secure and synchronized across all of your devices doesn't have to be difficult or expensive. SmartOffice users can sync their calendar and contact data, post e-mails to SmartOffice, and use a managed cybersecurity solution designed especially for financial services firms.
>> Watch (0:51:50)
Work Smarter: Market Like a Pro with SmartOffice
Redefine how you do marketing. It's not just about your data! Learn about the real force in SmartOffice marketing!
>> Watch (0:43:44)
What's New in SmartOffice for Agency Management
Attention SmartOffice agency customers! Here's a look at new and upcoming features designed to help you work smarter and faster in 2018.
>> Watch (1:01:31)
What's New in SmartOffice for Financial Advisors
When your business needs that extra boost, SmartOffice goes to 11! Find out about exciting SmartOffice enhancements for your practice in 2018.
>> Watch (1:01:08)
Contact and Calendar Management
Work Smarter: Comprehensive Add—To Be or Not to Be?
See how to add detailed information when creating a contact, and learn about a few key details to look out for.
>> Watch (0:07:33)
Work Smarter: Actually, They're All VIP Fields
Find out what VIP fields are and how you can put them to work!
>> Watch (0:10:10)
Work Smarter: Let's Talk Calendars
Go beyond the basics of using the SmartOffice calendar and learn how to make it truly useful for your business.
>> Watch (0:49:48)
Work Smarter: Regarding Custom Fields
View a short walkthrough on the real-world value of custom fields in SmartOffice.
>> Watch (0:12:11)
Work Smarter: The DNA of a Referral
Learn about the right way to properly enter and track a referral in SmartOffice.
>> Watch (0:15:52)
Correspondence
Work Smarter: Mass Correspondence Without the Mess
Find out about a simple approach to mass correspondence in SmartOffice.
>> Watch (0:13:08)
Work Smarter: Tracking Communication
Learn how to organize and track communications for valuable client history.
>> Watch (0:09:46)
Reports
Work Smarter: Let's Talk Dashboards
Learn about the power of dashboards in SmartOffice and how you can get them implemented quickly in your office.
>> Watch (0:37:20)
User Webinars by Date
Work Smarter: Tracking Communication
Presented October 1, 2024
>> Watch (0:09:46)
Work Smarter: Let's Talk Calendars
Presented June 23, 2023
>> Watch (0:49:48)
Work Smarter: Market Like a Pro with SmartOffice
Presented May 19, 2023
>> Watch (0:43:44)
Work Smarter: Let's Talk Dashboards
Presented April 25, 2023
>> Watch (0:37:20)
Work Smarter: Comprehensive Add—To Be or Not to Be?
Presented February 1, 2023
>> Watch (0:07:33)
Work Smarter: Mass Correspondence Without the Mess
Presented December 19, 2022
>> Watch (0:13:08)
Work Smarter: The DNA of a Referral
Presented November 4, 2022
>> Watch (0:15:52)
Work Smarter: Actually, They're All VIP Fields
Presented September 23, 2022
>> Watch (0:10:10)
Work Smarter: Regarding Custom Fields
Presented September 19, 2022
>> Watch (0:12:11)