Features

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

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

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…

CONTINUE

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.

CONTINUE

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 …

CONTINUE

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…

CONTINUE

SmartVault Local – Available Now!

UPDATE: September 2, 2015 SmartVault Local is now available! To learn more and start your free trial, see SmartVault Local >> *************************************************************************************** SmartVault will release a local storage option for customers who don’t want to store their documents online. This new capability will give customers the option of choosing where their files are stored; either …

CONTINUE

SmartVault Announces Big Usability Enhancements with New Connected Desktop

The SmartVault Connected Desktop offers bridge from desktop to cloud—delivering all the benefits of cloud storage with the speed and performance of a desktop app HOUSTON, TX – October 30, 2014 – SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions, today announced the release of …

CONTINUE

Think Before You Sync

Five Key Strategies for Maintaining Centralized Control of Your Files Syncing files from a local computer or device to the cloud is a common business practice in today’s mobile-driven world—as common as the Internet, specialty coffee, the App Store, and all the other day-to-day “Can’t-Live-Withouts.” But is sync really the most prudent way to manage …

CONTINUE

Patient Portals – Pain Relief for Chronic Paperwork Sufferers

A Plea from Patient to Doctor about Managing the Pain of Paperwork Anyone who knows me well knows that I am a chronic pain sufferer. I rolled my first car into a 6 foot ditch when I was 17 years old and ended up with a stress fracture in my low back that has gotten …

CONTINUE