Archives

Enhance Your Workflow with Client Portals

Intuit® recently made the decision to sunset its current DMS offering, in favor of partnering with SmartVault and offering a connected service that extends the capabilities of the Lacerte® and ProSeries® desktop to deliver more robust document management capabilities, as well as a fully integrated, secure client portal to share files with clients. Known as …

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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.” In fact, it is probably the best example of the …

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Measuring the Success of Client Portals

You’re Only as Good as Your Implementation… (as featured on AccountingToday.com) These days you’re not likely to pick up an accounting publication or surf the blogosphere without coming across an article on portals, or more specifically, client portals for secure file sharing. Client portals are a mainstay in the accounting profession and their value cannot …

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The Insecurities of Email… and the Rise of Client Portals

Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It‘s the default for most businesses. But is it safe? Find out why many firms are choosing alternatives like client portals for secure file sharing.

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Top 10 Ways You Can ‘Epic Fail’ in the Cloud: What NOT to Do if You Want to Protect Your Data

When it comes to working in the cloud, epic failure is easily preventable, as long as you follow a few simple rules. This guide on what not to do is brought to you by a couple of guys who spent the last twenty years helping businesses protect their data by letting the good guys in, and keeping the bad guys out. We?ve compiled a list of the most common mistakes people make when dealing with online solutions, for a lesson in what not to do, so you can prevent data security breaches from happening to you.

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The Impact of Mobile on Security: Keeping Client Data Safe in an Increasingly Mobile World

Mobile has become a way of life, and with the proliferation of advanced devices, it’s easier than ever to work on the go. SaaS-based applications in combination with mobile technologies enable you to deliver client documents while sitting at the airport, process a client’s payroll from home, and fulfill requests for sensitive data in real time, at any time.Because we live in a mobile world, taking precaution where data safety is concerned is a necessity. The time has come for heightened security measures. The question is: Do you have a plan in place?

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Setting Up Shop in the Cloud: What Accounting Firms Need to Know about Cloud Computing and Online Document Management

The message from thought leaders has been consistent and direct: Get on board with technology, or be left behind. The fact is that more firms are getting on board, though it’s still only a fraction of the broad profession. Those that are adopting advanced technologies in their firms are doing the research and applying the right technologies to create integrated systems that support completely paperless processes. And SaaS has been at the heart of this movement. It’s time to learn what it really means to move to the Cloud — the risks, the rewards, and the path to success.

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