Building a convincing business case is key for getting them on your side and adopting SmartVault into your business as soon as possible. What Your Partner/Business Owner Needs to Know About File Sharing with SmartVault discusses how to: Outline your pain points Map out how the solution can help Gather social proof like reviews and […]
Resource Category: Blogs & Articles
Why Technology Adoption Needs to be A Top Priority in Your Business
Investing in a modern tech stack will benefit your business and yield a high return on investment. Why Technology Adoption Needs to be a Top Priority in Your Business discusses: Boosting productivity, efficiency, and financial savings Enabling remote friendly-workplaces and client services Providing security to your critical information
All-In-One Software Solutions are Failing Businesses
All-in-one solutions do not provide the same quality that specialty best-of-breed systems do and you and your business deserve the best quality. All-In-One Software Solutions are Failing Businesses discusses: The better alternative Overcoming the challenges of adopting specialized solutions The counterargument
How Accidental Insider Breaches are Becoming the Biggest Security Threat as Technology Advances
How Accidental Insider Breaches are Becoming the Biggest Security Threat as Technology Advances discusses: What are accidental insider threats? The state of current accidental insider attacks in the world Strategies to protect against accidental insider threats
How to Help Your Clients Become More Comfortable with Going Digital
It is essential to let them know that you support them and help them through the transition process. If you make the switch easier for them, it will be easier for you and your business to grow and thrive when adopting new technology. How to Help Your Clients Become More Comfortable with Going Digital discusses: […]
System Consolidation vs. Integration
Consolidating and integrating systems in your tech stack are two of these ways. However, it can be hard to identify which method is right for your business. There are advantages and downfalls to both, but with the right choice, you can improve your business today. System Consolidation vs. Integration: Which is Right for You? discusses: […]
The Tax Season Nightmare
7 Questions to Ask Yourself After a Painful Tax Season 1) Were bad clients killing your motivation and profit? It’s no secret that clients can make or break your tax season. Good clients make you feel valued. They give you a great sense of achievement professionally, and some of them might even become your personal […]
Times are Changing: 3 Reasons Why Your Business Should Go Digital and Leave Paper in the Past
Upgrading to digital file sharing increases efficiency, security levels, and customer satisfaction rates in your business. Times are Changing: 3 Reasons Why Your Business Should Go Digital and Leave Paper in the Past discusses: How document management solutions can help to increase efficiency in your business How having a client portal makes client interactions easier […]
Is SmartVault a Fit for Your Business?
Find out if SmartVault is the right fit for you today. Is SmartVault a Fit for Your Business? How to Tell if SmartVault is Right for You discusses how SmartVault: Enables paperless and productive document workflows Strengthens your cybersecurity and compliance framework Supports the migration and transition from another platform
6 strategies to help your credit union
From the exponential growth of digital apps and their usage by credit union members to increased cybersecurity concerns and requirements along with the accelerated evolution of traditional services to meet consumer expectations and compliance needs, 2022 promises to be another pivotal year in the financial services industry. For many credit unions, one impact of the […]
The Multi-Tasking Accountant
As the owner of a small accounting practice, you take on a single role that would typically encompass the work of five or six different individuals. Maybe more! You are your own admin, receptionist, bookkeeper, human resources rep, and marketer. You’re doing all of this on top of doing your work as a certified accountant. […]
SmartVault Featured on DM Disruption
What better way to kick off the new year than with an interview with our favorite power duo – Dania Buchanan, President of SmartVault, and Dawn Brolin, CPA, CFE, CEO, at Powerful Accounting and author of The Designated Motivator? As the host of “The DM Disruption” podcast, Dawn meets with various industry thought leaders to […]
Is Your Client Satisfaction Slipping?
No business can thrive without a loyal customer base, and the only way to earn loyalty is by keeping your customers happy and satisfied. If you’ve ever wondered how your clients are feeling or how you can improve your client’s satisfaction, this resource hub will help guide you as you take your customer care to […]
How a centralized document management system supports seamless member service and business continuity
The majority of credit union teams would agree that if there’s anything positive the Covid-19 pandemic has taught us, it’s that preparing for the “what ifs” in business operations is not only smart, it is absolutely essential. Preparing for the unexpected, whether it’s a public health crisis like the pandemic, a disruption to personnel such […]
How the COVID-19 Pandemic Accelerated the Need For Business Technology Solutions in the Accounting Industry
The shift to remote work during the COVID-19 pandemic gave rise to many new technologies. While we may be back in the office, many accountants are now realizing the importance of these new systems. How the COVID-19 Pandemic Accelerated the Need For Business Technology Solutions in the Accounting Industry discusses: Cloud-based document management systems Collaborative […]
SmartVault Beyond the Feature Set: Why a Partnership With Your Tech Vendor is Crucial
Maintaining an active partnership takes your relationship with your tech vendor to the next level and allows your business to reap even more benefits. SmartVault Beyond the Feature Set: Why a Partnership With Your Tech Vendor is Crucial discusses: More personalized support The ability to provide feedback Increased revenue
The Gaps in Your Accounting Workflow and Why It’s Time to Make a Change
It is important to know how to recognize and fill these gaps so that your business can continue to grow and thrive. The Gaps in Your Accounting Workflow and Why It’s Time to Make a Change discusses: Non-integrated software Fractured document storage Redundant systems
How to Have a Profitable Tax Season (and a Life) in The New Year with SmartVault
Are you dreading the arrival of tax season again? Let’s be real…we are facing another year of a tax cycle that really has never ended. Given the pandemic, PPP, and all of the tax changes in recent years, it’s been a grind. This is why it’s so important to set yourself up for success–and your […]
Fully leveraging digital loan processing efficiency starts with streamlined, secure data collection
One of the persistent pain points for many credit unions and their members is the need to collect, organize, share, and secure a significant amount of sensitive data to price, originate, and maintain a loan relationship. If your credit union has not yet advanced to a digital loan workflow, the pain of data collection to […]
The Many Hats of a Small Business Owner
The amount of roles that a small business owner plays can be extremely overwhelming when they don’t have a large staff to support them. However, with the right tech stack, a small business owner can help their business thrive and save time for themselves at the end of the day. The Many Hats of a […]