Community News

Top 5 Things Accountants are Thankful For in 2016

With the first-ever AccountEx USA conference under our belt, and Thanksgiving right around the corner, we asked thought leaders across the accounting industry – what are you thankful for in 2016? After listening to keynote speakers, and talking to customers and conference attendees at AccountEx, here’s what we learned:   Being yourself has never been …

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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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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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Guest Post: 5 Tips for Choosing a CRM

Most small business owners would agree that their customer and vendor relationships are vital to their success. Higher client expectations and economic demands are causing firms of all sizes to reevaluate these relationships and determine how technology can help them strengthen and grow their businesses. A well-chosen Customer Relationship Management (CRM) system is the key …

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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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