by SmartVault on January 13, 2012
SmartVault Recognized in Three Major Categories
The CPA Practice Advisor’s annual Readers’ Choice Awards give readers an opportunity to shine a spotlight on the technologies, services and vendors they use and trust — the ones that help them succeed, and the ones they find valuable for their clients.
This year, SmartVault was the only solution to receive nods in all three of the Client Portals, Document Management/Document Storage, and Small Business Paperless (Add-Ons) categories. This marks the fourth straight year that SmartVault has taken top honors in the Readers’ Choice Awards, with high marks in the Small Business/QuickBooks Paperless category every year. For more information, check out SmartVault’s Awards and Certifications >>
For more on the Readers’ Choice Awards, check out the January 2012 issue of CPA Practice Advisor >>
by SmartVault on November 18, 2011
By Erica Morphy
CRM Buyers
Results Software’s latest CRM suite builds on its integration with popular SMB software like QuickBooks, Outlook and SmartVault. “We don’t go to these companies and tell them, ‘here, we’ve built a better mousetrap for you, now start over with us,’” said Results’ Naseem Saab. Instead Result’s strategy is to incorporate the siloed data and processes in those respective applications to create a seamless info flow.
Read the full story >>
by SmartVault on November 8, 2011
Las Vegas (November 7, 2011)
By Seth Fineberg, Accounting Today
QuickBooks alternatives and cloud-based accounting were the main themes of Doug Sleeter’s opening keynote address at his group’s annual conference, as he stressed how the profession is clearly moving in new directions and accountants need to think about changing how they work.
Sleeter spoke to an estimated audience of over 700 at the 2011 Accounting Solutions Conference in Las Vegas.
“We found that most attendees have come here not just to learn about QuickBooks,” said Sleeter. “There are paradigm shifts all over the accounting technology world. The future is here, and it’s all about zero data entry and about how you work. A big feature of this conference is about turning the corner. Just providing tax returns and financials is not enough. We are here to help guide clients and use the numbers to help them make better decisions.”
Read the Full Story on AccountingToday.com >>
by SmartVault on November 7, 2011
Enhanced portals, Quick Start package among the many updates that position SmartVault as the profession’s go-to online doc management solution
LAS VEGAS, NV – November 7, 2011 – At the Sleeter Group’s 2011 Accounting Solutions Conference, SmartVault, a leading provider of SaaS document storage and sharing solutions, announced its major year-end service update. With this new update, firms will save time communicating with clients and can securely share documents quickly and easily—all while meeting strict requirements for breach-of-privacy laws and compliance with IRS codes regarding the transfer of digital information—whether they are sharing with one contact or thousands of clients. Developed to meet the specific needs of the professional services provider, including the accounting professional, SmartVault is the standout application for securely storing and sharing files with highly sensitive or confidential data, while also ensuring compliance with ever-changing regulations.
Read the rest of this article.
by SmartVault on November 1, 2011
Who: The Rice Alliance for Technology and Entrepreneurship (Rice Alliance) is Rice University’s nationally-recognized initiative devoted to the support of technology commercialization, entrepreneurship education, and the launch of technology companies. The Rice Alliance is a catalyst for building successful ventures through education, guidance and connections. Its mission is to support the creation of technology-based companies and the commercialization of new technologies in the Houston community and Southwest.
What: The Rice Alliance Technology Venture Forums are some of the largest technology venture forums in North America where emerging technology companies showcase their new ventures in front of a diverse audience. The Rice Alliance holds four Technology Venture Forums a year – one each in energy, information technology/web, nanotechnology, and life science. SmartVault CEO and Founder Eric Pulaski will represent SmartVault at this year’s information technology/web event.
When: Thursday, December 8. Presentations begin at 9:00 AM and will be followed by a company showcase and networking reception from 5:00 PM to 6:30 PM.
Where: The Technology Venture Forms will take place on the Rice University campus, in the McNair Hall Shell Auditorium at 6100 Main Street, Houston, Texas 77005.
For more information, visit http://www.alliance.rice.edu/alliance/2011_IT1.asp.
by SmartVault on October 19, 2011
Michael Webb, Chief Technology Officer – SmartVault Corporation
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. And while severing the tether to desktop applications and local servers marks substantial progress for firms, it has also made the accounting profession more vulnerable to data theft because sensitive information is quite literally being carried around and accessed from multiple locations.
Read the rest of this article.
by SmartVault on October 7, 2011
Checking In with Bruce Phillips on his Transition to the Cloud
Bruce Phillips, CPA, is securely in the Cloud—enjoying a complete online document management system, sharing client files in real-time, and turning
prospects into clients using SmartVault.
The Background: Phillips has spent a great deal of time testing and operating an advanced SaaS-based document management system for his firm…and the results are in
Read the rest of this article.
by SmartVault on September 21, 2011
From the Sleeter Group QuickBooks Tips/Tricks Blog
SEPTEMBER 19, 2011
BY CHARLIE RUSSELL
Document Management has been an optional feature in QuickBooks since the 2010 release. The product has evolved over the past two years, and with QuickBooks 2012 we see not only some improvements, but also a dramatic change in how the product is offered. Local storage of documents is free. In addition, the ability to store your documents in the Cloud with Quickbooks Attached Documents is being phased out.
Read the full article on the Sleeter Group blog >>
by SmartVault on September 13, 2011
Smart Integration Between Leading Cloud Application Delivers Ultimate Workflow Efficiency and Ease of Use
Birmingham, AL (PRWEB) September 13, 2011 – XpandedReports, developers of the advanced reporting browser-based add-on app, which integrates with QuickBooks and starts where QuickBooks reporting stops, today announced an integration with SmartVault—a leading provider of Software as a Service (SaaS) document storage and file sharing solutions. Deep integration between systems leverages XpandedReports and SmartVault’s bi-directional integration with QuickBooks to deliver a highly flexible, streamlined solution that shares a single document management platform.
Read the rest of this article.
by SmartVault on September 1, 2011
Pulaski continues to educate accountants on security of data and privacy when working in the Cloud
HOUSTON, TX – September 1, 2011 – SmartVault, a leading provider of Software as a Service (SaaS) document management solutions, today announced that Eric Pulaski will be a featured keynote at the 2011 Cloud Summit & User Conference. Hosted by Cloud9 Real Time, the conference provides accounting professionals the venue to stay informed and current on cloud computing. With more than 20 years of network security experience, Pulaski’s keynote address will focus on privacy, security, and compliance when working in the Cloud. He will also lead a session titled “The Impact of Mobile Devices on Data Security.”
Read the rest of this article.
Demo
Log In
