Cloud

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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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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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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Tax Season Tips for Getting the Most Out of SmartVault

Many of you will be using SmartVault for the first time this tax season. We put together a few tax-savvy tips that will help you get the most out of SmartVault.

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FileThis Pro Announces Integration with SmartVault Just in Time for Tax Season

Partnership Between Two Leading Cloud-Based Platforms to Save Accountants, CPAs, and Bookkeepers Time Through Paperless Tax and Bookkeeping Workflow MILL VALLEY, Calif. – February 19, 2015 – FileThis Pro, the digital document collection and filing service, today launched its integration with SmartVault, a leading provider of Software as a Service (SaaS) online document storage and …

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What’s New (and What’s Coming) to SmartVault in 2015

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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Thanks for an Amazing Year at SmartVault!

Happy Holidays from SmartVault! With another great year at SmartVault winding down – and an even better 2015 on the horizon – I wanted to take a moment to thank you, our customer, the most valuable asset we have. With your ongoing support, feedback, and advocacy, we were able to accelerate many enhancements to our …

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Good Password Hygiene is Essential to Reducing Risk

Google reported yesterday that several lists claiming to contain user credentials (usernames and passwords) were ‘dumped’ on the web. Google reported that less than 2% of the username and password combinations might have worked and that their automated anti-highjacking systems would have blocked many of those login attempts. They have also required users of the …

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Integration Matters: Why SmartVault is the ONLY Integrated ProSeries and Lacerte DMS Replacement

Since the announcement last month that Intuit® partnered with SmartVault as the endorsed ProSeries® DMS and Lacerte® DMS replacement, we’ve been getting a lot of questions about what it means to “integrate” with Lacerte and ProSeries, and how SmartVault compares to other document management solutions out there. So here’s a little more about why integration …

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