SmartVault Resources

We know you've got questions about the cloud, going paperless, and what it means for your business. So we've compiled some of our favorite articles, case studies, and webinars to help you make sense of it all and understand how SmartVault can help you streamline workflow, boost efficiency, and work the way YOU work.

Case Studies

Articles

Webinars

 

Featured Webinars

Browse our library of live and recorded webinars to stay connected to the latest and greatest that SmartVault has to offer. Whether you're a SmartVault customer, partner, or just want more information, our webinars give you a front-row seat to explore the ins and outs of going paperless, view live demos of SmartVault, and join in interactive Q&A sessions.

• SmartVault's Tax Season Tune-Up
• Putting SmartVault into Practice at Your Firm
• Partnering for a More Secure Cloud
• Setting Up Shop in the Cloud
• Take SmartVault Home for Personal Document Management
• SmartVault Integrated Apps and Solutions

SmartVault's Tax Season Tune-Up

Brush Up on Best Practices for Securely (and Easily!) Sharing Tax Documents this Season

Eric Pulaski, CEO and Founder of SmartVault, review tips, tricks, and best practices for sharing files securely and easily, while remaining in compliance with IRC regulations. Learn how to export and save tax returns to a client folder in SmartVault with a single click, securely share tax documents with your clients, and request client documents right from Outlook, with the new SmartVault Plug-in for Microsoft Outlook! Be sure to invite your staff, so your whole team is tuned-up and ready to take tax season by storm.

Recorded Session Available:

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Putting SmartVault into Practice at Your Accounting Firm

Join Eric Pulaski, CEO and Founder of SmartVault Corporation, for an introduction to SmartVault’s solution for securely storing and sharing files online. Discover the many ways SmartVault can enhance your workflow – from securely distributing tax returns to your clients, to creating an electronic Inbox to allow clients to quickly and easily upload files to you. No more emails, USBs, faxes, shoeboxes, etc. Plus, learn more about SmartVault’s seamless integration with QuickBooks and other popular productivity applications.

Recorded Session Available:

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Partnering for a More Secure Cloud Webinar Series

The message to small businesses and accounting firms is clear - it's time to get on board with cloud technology, or get left behind. Cloud solutions promise anytime, anywhere availability, easy deployment, increased productivity, and lower costs. But as more businesses make the move to cloud-based services, they are having to take a more active role in ensuring the security of information stored online - normally the responsibility of an IT administrator. There's a lot to think about - choosing the right service provider, setting up access for your employees and your clients, accessing data from your mobile device, encryption tools, and more.

In our interactive new series, Partnering for a More Secure Cloud, our security panel invites you to join the conversation about cloud security and get practical advice, in everyday terms (we promise no geek-speak here!), designed to help you protect and secure your data in the cloud. Topics include:

• Trust is a Two-Way Street; How to Safeguard Your Data
• Everywhere, All the Time; The Impact of Mobile Devices on Cloud Security
• Practicing Safe Security; Responsible Password Behavior
• Client Data Loss: How to Keep it from Happening and What to Do if it Does
• Encryption: Ultimate Protection or Data Loss Nightmare?

Learn more about our Partnering for a More Secure Cloud webinar series.

Setting Up Shop in the Cloud

Sure, the cloud seems okay for email and simple file collaboration, but would you really use it for storing and sharing your most sensitive business documents and financial information? Concerns around data security and privacy are common when considering an online document storage solution for your firm. Gain insights into the efficiencies online collaboration can bring to your firm, plus:

• Best practices for storing and sharing data inside the firm and with clients
• Differences between local, hosted, and online (cloud) applications
• Advantages and efficiencies of offsite document storage

Recorded Session Available:

   View Recorded Webinar On-Demand

Take SmartVault Home for Personal Document Management

You already love what SmartVault does for you in the office to help you reduce paper clutter, back-up your documents for disaster prevention, and share files securely. So why not take SmartVault home with you to leverage the same security features and clutter control for personal documents? Your existing SmartVault account can be used at home to securely store and share bills, medical records, insurance documents, financial statements, and more. The possibilities for storing and sharing with SmartVault are nearly endless, so come learn more about how you can leverage the solution you already love at work to make your home life easier too.

Recorded Session Available:

   View Recorded Webinar OnDemand

SmartVault Integrated Solutions

Learn more about some of the partners that SmartVault integrates with, and see a live demo of SmartVault "inside" our partnered applications:

• SmartVault Integration with Results CRM
     View Recorded Webinar On-Demand
• SmartVault Integration with XpandedReports
     View Recorded Demo On-Demand
• SmartVault Integration with SpringAhead Time and Expense
     View Recorded Demo On-Demand
• SmartVault in the InsynQ Hosted Ecosystem
     View Recorded Webinar On-Demand
• SmartVault in the Right Networks Hosted Desktop
     View Recorded Webinar On-Demand
• SmartVault in the Cloud9 Real Time e-Dashboard
     View Recorded Demo On-Demand

Be sure to bookmark this page — we're always adding new topics to the series! Is there a topic you'd like to see covered in our webcast series? Send an email to corporatenews@smartvault.com and suggest our next topic. As always, we appreciate your feedback.