The SmartVault Blog

Harvey – You Are Not Going to Beat This SmartVault Team

To our SmartVault Friends, Thanks to all of you that have reached out to me and to many of our team members asking if we are OK.  The short answer is that as of today, our Houston-based employees are all safe. But Harvey is continuing its relentless hold on our city. And many of our employees have had …

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Six Online Security Tips for Virtual Bookkeepers

By Gabrielle Fontaine, PB, ASBC  Are you a virtual bookkeeper, or are you thinking of taking your traditional bookkeeping practice to the cloud? Then there’s something you need to pay attention to so you don’t put yourself at risk. It’s secure handling of sensitive electronic information. What do I mean? Well if you’re working with …

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How I Use SmartVault to Save Time and Protect My Clients

By Gabrielle Fontaine, PB, ASBC  SmartVault is THE most important app (besides QuickBooks) for over 7 years now in my freelance virtual bookkeeping practice. Why? Because it both saves me time by helping me streamline my bookkeeping workflow, as well as giving me top-notch protection for my clients. Since I also teach other freelance bookkeepers …

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SmartVault and the WannaCry Ransomware Attack

“Ooops, your files have been encrypted!” This message has appeared globally across many computer screens.  More than 200,000 computers have been affected by this ransomware, which took control of users’ files and demanded $300 payments to restore access.  The most disturbing part of this latest malware is the fact that you do not have to …

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SmartVault Sponsors New AccountingCred.org Website to Provide Quality No-Cost CPE for Accounting Professionals

May 3, 2017 – CPAs and accounting professionals have a new way to earn CPE. AccountingCred, a groundbreaking new online education platform that provides free high-quality, innovative, technology-focused webinars for accounting, tax, and bookkeeping professionals, just opened registration. AccountingCred webinars include CPE-credit courses as well as non-credit learning. AccountingCred is powered by two companies who …

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How to Help Clients Clear the Four Key Hurdles of Technology Adoption

Client portals, cloud-based document management and collaborative workflow solutions are important tools that increase your firm’s efficiency—but what if your clients are reticent to use them?  It’s likely that both your firm’s productivity and the quality of your overall client experience will suffer. Tax season can be a painful reminder of this, especially if your …

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Protect Your Data: Learn to Spot a Phishing Scam

By: Larry Gutierrez, Compliance Manager for SmartVault Phishing (pronounced “fishing”), is a form of social engineering that happens online. It’s the practice hackers employ to trick you into giving out your credentials, credit cards or other sensitive information. Especially when handling sensitive data such as client tax documents, you need to be extra diligent about …

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SmartVault Launches e-Signature Solution for Professionals

HOUSTON, TX – December 21, 2016 – SmartVault, a leading provider of online document management and secure client portal solutions today announced the launch of its secure, easy-to-use e-signature solution for professionals. SmartVault’s e-signature solution is powered by RightSignature and gives SmartVault customers a convenient and efficient way to request signatures on documents directly from …

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Top 5 Things Accountants are Thankful For in 2016

With the first-ever AccountEx USA conference under our belt, and Thanksgiving right around the corner, we asked thought leaders across the accounting industry – what are you thankful for in 2016? After listening to keynote speakers, and talking to customers and conference attendees at AccountEx, here’s what we learned:   Being yourself has never been …

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SmartVault Partners with RightSignature to Deliver Digital Signature Solution to Professionals

HOUSTON, TX – September 27, 2016 – SmartVault, a leading provider of online document management and secure client portal solutions, today announced that the company has partnered with e-signature provider RightSignature to offer a secure, easy-to-use solution for signing documents online. The digital signature solution, powered by RightSignature, offers users the convenience of requesting signatures …

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