July 2013

Measuring the Success of Client Portals

You’re Only as Good as Your Implementation… (as featured on AccountingToday.com) These days you’re not likely to pick up an accounting publication or surf the blogosphere without coming across an article on portals, or more specifically, client portals for secure file sharing. Client portals are a mainstay in the accounting profession and their value cannot …

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How Knutson CPAs is Managing an Explosion of Client Growth with SmartVault

Tremendous Growth Spurs Future Focused Firm to Up Their Technology Ante (as featured on the cover of the August issue of CPA Practice Advisor) The firm of Knutson CPA, PLLC (www.knutsoncpa.com) has always stayed on top of technology trends- implementing powerful solutions to ensure streamlined internal processes and elevated productivity. And while a highly efficient …

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Meet 5 Awesome Accounting Pros Who Supercharged their Workflow with SmartVault

Summer is one of our favorite times here at the Vault, because we get the opportunity to go out on the road and meet some really awesome accountants who are using SmartVault to do some really awesome things. Things like going totally paperless, saving time and money, and building better relationships with their clients. Lucky …

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UPDATED: SmartVault ‘View in Browser’ Feature Restored

UPDATE: July 12 @ 5:17 PM SmartVault’s ‘View in Browser’ feature has been restored, and should be performing as expected. If you experience any issues going forward, please submit a support ticket by sending an email to support@smartvault.com. Thanks your patience, and we apologize for any inconvenience this may have caused. ******************************************************************************************* Due to some …

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