February 2015

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.


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 …


Vote for SmartVault in the CPAPA Readers’ Choice Awards!

We’re excited to announce that for the sixth year in a row, SmartVault is nominated for multiple categories in the 2015 CPA Practice Advisor’s Readers’ Choice Awards! We’re honored to be recognized as top selections for: Client Portals Document Management and Document Storage Workflow — Other Workflow Tools We’d love to get your vote in …