Time is a tax professional’s most valuable resource, but too often, it’s spent on work that adds little value. Accountants report losing up to an hour a day just checking client data for errors. Add in time spent collecting documents, sorting through outdated versions, and tracking down missing files, and the inefficiencies start to compound. […]
Resource Category: Blogs & Articles
Building a Stronger Foundation for UltraTax CS: Why Document Management Should Be Your Tech Stack’s Core
Your accounting firm’s tech stack is growing. You’ve invested in tax preparation software, maybe some practice management tools, e-signature solutions, and various other applications to run your practice efficiently. But here’s the uncomfortable truth: if your document management system isn’t serving as the foundation of that tech stack, everything else is built on shifting sand. […]
Intuit Users: Why Document Management Should Be the Foundation of Your Tech Stack
As an Intuit tax professional using Lacerte, ProSeries, or ProConnect, you’ve invested in powerful software to prepare returns efficiently. But if your document management system isn’t at the core of your tech stack, you’re likely still dealing with scattered files, security vulnerabilities, and inefficient processes that cost you time and money. How much time exactly? […]
Why UltraTax CS Users Are Adding SmartVault to Their Tech Stack
This blog summarizes key insights from our recent webinar, “Building a Stronger Foundation: How SmartVault Bolsters Your UltraTax CS Experience.” Want to see the full demonstration of SmartVault’s integration with UltraTax CS? Watch the on-demand webinar here. The problem isn’t the tax preparation tool (UltraTax CS). It’s the other pieces in the Thomson Reuters ecosystem […]
The Ultimate Guide to Pricing for CPAs in 2025: How to Confidently Set Your Fees for Tax Prep, CAS, and Advisory Services
Table of Contents Introduction Why Pricing Matters for CPAs CPA Pricing Models How Top CPA Firms Are Transforming Pricing CPA Pricing Benchmarks How to Price Specific Services Communicating Price with Confidence Conclusion Bonus: FAQs As Will Hamilton, CEO of SmartPath, puts it: “Your pricing is the most significant difference between firms that will survive—and thrive—in […]
The Top 8 Proposal Software Solutions for CPAs in 2025
Looking to Automate Proposals and Pricing? Start Here. Most small CPA firms struggle with inconsistent pricing, outdated onboarding methods, and proposal processes cobbled together with PDFs and email. It’s inefficient, error-prone, and leaves money on the table. Proposal software for CPAs helps you quote fees with confidence, eliminate scope creep, and streamline client onboarding. But […]
The Thorough Software Switch Checklist for Firms Moving to Intuit ProConnect Tax
Most firms know their current software isn’t perfect, but the idea of switching always gets kicked down the road. After all, there are plenty of risks: downtime, lost data, confused staff, and a learning curve nobody asked for. That said, the longer the delay, the more time — and revenue — gets lost to inefficiencies, […]
The Truth About ProConnect Integrations Most Vendors Won’t Tell You
For firms trying to prep, file, and deliver hundreds (or thousands) of returns, these broken integrations are a serious bottleneck that adds time, risk, and frustration during the busiest season of the year. Below, we unpack the most common claims made by third-party vendors about their ProConnect integrations — and the truth about what those […]
What Accountants Hate Most About Tax Software
Accountants aren’t shy about sharing what drives them up the wall — a quick scroll through r/tax or r/accounting on Reddit makes that clear. But these aren’t just isolated gripes from a few frustrated pros. According to industry surveys, only 37% of tax firm professionals say they’re “very satisfied” with their firm’s current tech stack, […]
What 18,000 Intuit Firms Know About Document Management That You Don’t
Want to see the full demonstration of SmartVault’s integration with Intuit products?Watch the on-demand webinar. If you’re one of the thousands of accounting professionals using Intuit’s tax products (Lacerte, ProConnect, or ProSeries), you already know they’re powerful tools for tax preparation. But what you might not realize is how much more efficient your entire firm […]
6 Features ProConnect Users Should Expect from Their Document Management Systems
Somehow, in the age of AI-everything, accountants are still dragging and dropping PDFs into old folder systems full of clunky interfaces, manual steps, and zero flexibility. In fact, 31% of the market relies on solutions that are 10-plus years old. And with client expectations rising and firms becoming more tech-savvy by the day, the gap […]
Stop Drowning in Tax Season Paperwork (There’s a Better Way)
We’ve heard these pain points from firms like yours time and again. Here’s how we eliminate these challenges by automating your entire tax prep workflow. The Old Way Just Doesn’t Cut It Anymore Let’s be honest, tax season shouldn’t mean: Endless back-and-forth emails with clients That sinking feeling when you can’t find a crucial document […]
SOC 2 Type 1 vs Type 2: What Tax Professionals Need to Know
Many accounting software providers advertise “SOC 2 compliance” without specifying which type they offer. This distinction isn’t just marketing jargon – it could be the difference between truly secure client data and potential vulnerabilities that put your practice at risk. Our infographic breaks down everything tax professionals need to know about SOC 2 compliance types, […]
Document Management: The Core of Your Accounting Practice
Our latest infographic shows how positioning a document management system at the center of your tech stack can transform your practice. Why This Infographic Matters to Your Firm Document management isn’t just about storage—it’s the backbone of a modern, efficient accounting practice. This comprehensive infographic shows the key benefits: Increased productivity with up to 75% […]
Out with the Old: Why Liscio’s Modern Client Portal and SmartVault’s Document Management Outperform Thomson Reuters’ Legacy Systems
The Limitations of Thomson Reuters’ Legacy Systems NetClient CS and FileCabinet CS once provided robust solutions, but professionals now face frequent issues: Performance Issues: Users report slow response times and system crashes, especially during peak tax seasons. Outdated Interfaces: FileCabinet CS is often described as clunky and unintuitive, leading to frustration and reduced productivity. Integration […]
Build a Hybrid Practice: Meeting Your Clients’ Paper and Digital Needs
Build a Hybrid Practice: Meeting Your Clients’ Paper and Digital Needs In a perfect world, every client would have the same preference for either paper or paperless accounting. Not to be the bearer of bad news, but unfortunately, we don’t live in a perfect world. That means your clients’ expectations for documentation could be all […]
Why SOC 2 Type 2 Compliance Matters for Accounting Document Management
What is SOC 2 compliance? Think of SOC 2 compliance as a set of rules for your firm to follow that ensures your clients’ data is secure. These rules were established by the American Institute of Certified Public Accountants (AICPA). Compliance with these rules is typically tested through an audit conducted by independent third-party examiners. […]
Thomson Reuters’ SafeSend Acquisition: Why Accounting Firms Are Saying ‘Here We Go Again’
A Pattern That’s Hard to Ignore When Thomson Reuters announced their acquisition of SafeSend, instead of celebration, practitioners shared a collective concern that echoed through social media: “Here we go again.” Why Such Skepticism? Ask any accounting professional about their experience with Thomson Reuters’ software solutions, and you’ll likely hear stories that explain this reaction. […]
How to Create Efficient Processes with Paper (Yes, Really!)
By adopting a digital-first approach, you can avoid a total overhaul while making immediate improvements. But what does a digital-first strategy look like? Unlike paper versus paperless, it’s a little less black and white. Essentially, you’ll keep using paper when appropriate (like when a client prefers a physical document), and you’ll also optimize your practice […]
Ditch Your Basic DMS: Why Generic Software Isn’t Good Enough
Let’s be honest — you might be tempted to settle for a basic document management system (DMS). After all, if it stores documents, it does the job, right? Well, not exactly. Your accounting firm needs better than basic. Investing in an advanced, purpose-driven DMS allows you to scale your operation, increase efficiency, and reduce costs […]