The SmartVault Blog

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? 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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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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