The SmartVault Blog

Reckon acquires SmartVault Corporation (USA)

Reckon Limited (ASX: RKN) announced today the acquisition of SmartVault, a leading Software as a Service (SaaS) online document management system in the United States. SmartVault customers can store all of their business documents online and securely share those files with the right people over the web, or from their mobile device or tablet. Investing …

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A Message from SmartVault CEO Eric Pulaski

What a year! I’m so proud of the work my team has done over this past year to improve the SmartVault service, deliver new features, and make usability enhancements designed to increase your productivity. And there’s more to come in 2016. I hope we’ve helped to make your lives better at work by freeing you …

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NEW SmartVault for Accountants Hits the Market

SmartVault releases major updates to simplify workflow, enhance client serviceability, and make work life easier for today’s accounting professionals HOUSTON, TX – September 29, 2015 – SmartVault, a leading provider of Software as a Service (SaaS) online document management and secure client portal solutions, today announced the release of the new SmartVault for Accountants. This …

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New Features in SmartVault for Lacerte & ProSeries Tax

We recently released a ton of exciting new features aimed at improving your workflow and giving you a better SmartVault experience overall. Click here to learn more about what’s new, and what’s in the works for 2015…

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The Danger of Sharing Login Credentials

SmartVault is built on the idea that every employee user will have his or her own license – so like most software applications, it’s a violation of our terms of service to share login credentials. But more importantly, when you use someone else’s login credentials, you are creating a false audit trail and eliminating any …

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Celebrating the Day. Getting Ready for Tomorrow.

Reflecting on the end of a successful tax season we have a lot to celebrate (and we did!). This was the first full tax season that SmartVault delivered integrated document management and a secure file sharing portal to Intuit® Lacerte® and ProSeries® customers, after launching the integration in the summer of 2014. Through our partnership …

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Guest Post: 5 Tips for Choosing a CRM

Most small business owners would agree that their customer and vendor relationships are vital to their success. Higher client expectations and economic demands are causing firms of all sizes to reevaluate these relationships and determine how technology can help them strengthen and grow their businesses. A well-chosen Customer Relationship Management (CRM) system is the key …

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Tax Season Tips for Getting the Most Out of SmartVault

Many of you will be using SmartVault for the first time this tax season. We put together a few tax-savvy tips that will help you get the most out of SmartVault.

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FileThis Pro Announces Integration with SmartVault Just in Time for Tax Season

Partnership Between Two Leading Cloud-Based Platforms to Save Accountants, CPAs, and Bookkeepers Time Through Paperless Tax and Bookkeeping Workflow MILL VALLEY, Calif. – February 19, 2015 – FileThis Pro, the digital document collection and filing service, today launched its integration with SmartVault, a leading provider of Software as a Service (SaaS) online document storage and …

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Vote for SmartVault in the CPAPA Readers’ Choice Awards!

We’re excited to announce that for the sixth year in a row, SmartVault is nominated for multiple categories in the 2015 CPA Practice Advisor’s Readers’ Choice Awards! We’re honored to be recognized as top selections for: Client Portals Document Management and Document Storage Workflow — Other Workflow Tools We’d love to get your vote in …

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