Featured Posts

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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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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Celebrating the Day. Getting Ready for Tomorrow.

Reflecting on the end of a successful tax season we have a lot to celebrate (and we did!). This was the first full tax season that SmartVault delivered integrated document management and a secure file sharing portal to Intuit® Lacerte® and ProSeries® customers, after launching the integration in the summer of 2014. Through our partnership …

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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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Vote for SmartVault in the CPAPA Readers’ Choice Awards!

We’re excited to announce that for the sixth year in a row, SmartVault is nominated for multiple categories in the 2015 CPA Practice Advisor’s Readers’ Choice Awards! We’re honored to be recognized as top selections for: Client Portals Document Management and Document Storage Workflow — Other Workflow Tools We’d love to get your vote in …

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