Reviews

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

By Dawn W. 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 …

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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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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 for QuickBooks Online Wins Technology Innovation Award

Innovative integration with QuickBooks® Online earns SmartVault coveted CPA Practice Advisor Technology Innovation Award  HOUSTON, TX – June 4, 2013 – SmartVault, a leading provider of SaaS online document storage and secure file sharing solutions, announced today that it was recognized for a 2013 Technology Innovation Award. SmartVault took its patented Toolbar technology for QuickBooks …

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A Side-by-Side View of SmartVault and Bill.com from ‘QuickBooks & Beyond’

We hear from lots of customers who use Bill.com for online bill pay, and are interested in understanding how SmartVault and Bill.com stack up against each other. Certified QuickBooks ProAdvisor Tim Hughes just posted an awesome side-by-side comparison of each solution on the QuickBooks and Beyond blog, with great recommendations for using both apps together. …

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CPA Practice Advisor – 2012 Review of SmartVault Corporation

By: CPA Practice Advisor SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes direct integration with QuickBooks as …

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The Sleeter Group Blog: Review of SmartVault for QuickBooks Document Management and Beyond

By: Charlie Russell Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving …

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CPA Practice Advisor: July 2011 Review of Document Storage Systems

Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Core Product Functions/Features:  SmartVault is designed and delivered as a 100% SaaS solution accessed through a user’s browser. The nature of …

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