November 2014

CPA Practice Advisor: “How Client Portals Make Firms More Productive”

The CPA Practice Advisor just ran their November publication featuring how client portals can make your firm more productive. We were ecstatic to see SmartVault highlighted on page 18! In the edition, CPA Practice Advisor applauds our easy-to-use secure file sharing, customizable client portals, and tight integrations. Want to see how SmartVault client portals can go …

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FileThis Document Fetching Platform Announces Integration with SmartVault to Improve Tax Preparation Workflow

Cloud-Based Document Fetching Platform for Accountants, CPAs, and Bookkeepers Automatically Fetches and Delivers Relevant Client Documents – Including Bank Statements, Payroll Information, W2s, 1099s – to SmartVault  MILL VALLEY, Calif. – November 10, 2014 – Chasing clients for documents is passé. FileThis, the digital document fetching and filing service, today announced their integration with SmartVault, …

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