Community News

How to Stop Clients from Killing Your Bookkeeping Business

By Gabrielle Fontaine, PB, ASBC  There’s a reason why most of us professional bookkeepers love what we do—it’s because we have the opportunity to make a positive impact on the lives of our clients. In the ideal client relationship, we can alleviate significant stress and free their time so they can focus on building their …

CONTINUE

Six Online Security Tips for Virtual Bookkeepers

By Gabrielle Fontaine, PB, ASBC  Are you a virtual bookkeeper, or are you thinking of taking your traditional bookkeeping practice to the cloud? Then there’s something you need to pay attention to so you don’t put yourself at risk. It’s secure handling of sensitive electronic information. What do I mean? Well if you’re working with …

CONTINUE

How I Use SmartVault to Save Time and Protect My Clients

By Gabrielle Fontaine, PB, ASBC  SmartVault is THE most important app (besides QuickBooks) for over 7 years now in my freelance virtual bookkeeping practice. Why? Because it both saves me time by helping me streamline my bookkeeping workflow, as well as giving me top-notch protection for my clients. Since I also teach other freelance bookkeepers …

CONTINUE

SmartVault Launches e-Signature Solution for Professionals

HOUSTON, TX – December 21, 2016 – SmartVault, a leading provider of online document management and secure client portal solutions today announced the launch of its secure, easy-to-use e-signature solution for professionals. SmartVault’s e-signature solution is powered by RightSignature and gives SmartVault customers a convenient and efficient way to request signatures on documents directly from …

CONTINUE

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 …

CONTINUE

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 …

CONTINUE

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 …

CONTINUE

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. …

CONTINUE

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 …

CONTINUE

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 …

CONTINUE