The SmartVault Blog

4 Things I Hate About You: When to rid yourself of toxic clients

By Dawn Brolin, CFE, CPA How do you feel about the prospect of firing clients? For many firm owners the process can be intimidating. It can also be difficult to determine whether you should fire a client or try to salvage the relationship with some frank discussion about what needs to change if you are going …

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Using the Right Tech to Build a Better Bookkeeping Business

By Gabrielle Fontaine, PB, ASBC  In my previous blog post, I discussed the fact that one of the keys to having a successful bookkeeping business is to be able to get the information you need from your clients in a timely way. Depending on clients for this is one of the biggest challenges many of …

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How to Stop Clients from Killing Your Bookkeeping Business

By Gabrielle Fontaine, PB, ASBC  There’s a reason why most of us professional bookkeepers love what we do—it’s because we have the opportunity to make a positive impact on the lives of our clients. In the ideal client relationship, we can alleviate significant stress and free their time so they can focus on building their …

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Your Bookkeeping Checklist for Year-End Sanity

By Gabrielle Fontaine, PB, ASBC  The summer is nearly gone and the kids are back in school. So, with only four months left to the year, what’s a virtual bookkeeper to do? Get ready for busy season, of course! Soon small business clients who have been attempting to handle their bookkeeping records themselves will realize …

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SmartVault Wins Accountex USA User Favorite Award in Document Management System Category

HOUSTON, TX – September 19, 2017 – SmartVault, a leading provider of online document management and secure client portal solutions, is pleased to announce that it is the recipient of an Accountex USA User Favorite Award in the category of document management systems. Accountex USA describes the User Favorite Awards “as the unbiased and most …

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Harvey – You Are Not Going to Beat This SmartVault Team

To our SmartVault Friends, Thanks to all of you that have reached out to me and to many of our team members asking if we are OK.  The short answer is that as of today, our Houston-based employees are all safe. But Harvey is continuing its relentless hold on our city. And many of our employees have had …

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Six Online Security Tips for Virtual Bookkeepers

By Gabrielle Fontaine, PB, ASBC  Are you a virtual bookkeeper, or are you thinking of taking your traditional bookkeeping practice to the cloud? Then there’s something you need to pay attention to so you don’t put yourself at risk. It’s secure handling of sensitive electronic information. What do I mean? Well if you’re working with …

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How I Use SmartVault to Save Time and Protect My Clients

By Gabrielle Fontaine, PB, ASBC  SmartVault is THE most important app (besides QuickBooks) for over 7 years now in my freelance virtual bookkeeping practice. Why? Because it both saves me time by helping me streamline my bookkeeping workflow, as well as giving me top-notch protection for my clients. Since I also teach other freelance bookkeepers …

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SmartVault and the WannaCry Ransomware Attack

“Ooops, your files have been encrypted!” This message has appeared globally across many computer screens.  More than 200,000 computers have been affected by this ransomware, which took control of users’ files and demanded $300 payments to restore access.  The most disturbing part of this latest malware is the fact that you do not have to …

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SmartVault Sponsors New AccountingCred.org Website to Provide Quality No-Cost CPE for Accounting Professionals

May 3, 2017 – CPAs and accounting professionals have a new way to earn CPE. AccountingCred, a groundbreaking new online education platform that provides free high-quality, innovative, technology-focused webinars for accounting, tax, and bookkeeping professionals, just opened registration. AccountingCred webinars include CPE-credit courses as well as non-credit learning. AccountingCred is powered by two companies who …

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