January 2013

Client Folder Templates for Accounting Firms

SmartVault works with thousands of accounting firm customers, who service tens of thousands of clients every year via SmartVault’s secure client portal. Over the years of working with accountants, we’ve taken what we’ve learned from our accounting professional friends, and put together some easy-to-use folder templates that you can use to easily build out your …

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New Video: The Story of What SmartVault Can Do For You

As a marketer, the most important part of my job is telling a story – the story of what we do, why we do it, and how it fits into your world* as a potential user. I’ve been at SmartVault since we launched five years ago, and I’ve seen our story evolve from an innovative …

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No Steroids Required: How Client Portals Can Help You Can Pump Up Your Tax Workflow (without unwanted side effects)

Client Portal Performance Enhancement – Your Prescription for the 2013 Tax Season Performance enhancements seem to be a hot topic these days – just ask Lance Armstrong and Oprah Winfrey. But whether you’re an athlete or a tax accountant, if your goals are to improve your overall performance, there are a few different ways to accomplish …

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A Side-by-Side View of SmartVault and Bill.com from ‘QuickBooks & Beyond’

We hear from lots of customers who use Bill.com for online bill pay, and are interested in understanding how SmartVault and Bill.com stack up against each other. Certified QuickBooks ProAdvisor Tim Hughes just posted an awesome side-by-side comparison of each solution on the QuickBooks and Beyond blog, with great recommendations for using both apps together. …

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