The SmartVault Blog

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

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 protecting yourself (and your clients) from scammers. …

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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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Building the Ideal Tech Stack for Better Bookkeeping Workflow

In our last blog post “Whose Tail is Wagging Your Dog? Five Strategies You Can Adopt Now to Make Your Business More Efficient,” we talked about five key strategies that your firm can implement to create the efficient workflow necessary for scalability and growth. In this post, we’re going to drill down on the “super …

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Whose Tail is Wagging Your Dog? Five Strategies You Can Adopt Now to Make Your Business More Efficient.

Def. tail wagging the dog: a situation where a small part is controlling the whole of something. Recently, experts from GrowthForce, a provider of cloud-based bookkeeping, management accounting and controller services and SmartVault, an online document management and client portal platform designed for accounting professionals, teamed up to discuss tips for speeding up and simplifying …

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Two-Factor Authentication Scams: What You Need to Know

Recently I came across an article relating to a Two-Factor Authentication Scam. I passed on this information to our employees here at SmartVault and we believe this information should be passed on to you, our customers, as well as your clients. What is a Two-Factor Authentication Scam? Well, first off, let me explain Two-Factor authentication. …

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Still Not in the Cloud? Santa and The Easter Bunny Beat You to It!

Last December was my son’s first Christmas, and as the holiday approached, I did a Google search for the best mall Santa options in my area – not expecting to find much. But to my surprise, not only did Santa have a web presence, I was able to reserve an appointment time to see Kris …

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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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