Delivers the First CRM to Share Documents with QuickBooks via SmartVault Integration HERNDON, VA, May 12, 2011 – Results Software has announced the integration of SmartVault’s cloud-based document storage and file sharing service with its award-winning Results CRM solution. This integration leverages Results’ and SmartVault’s renowned bi-directional integration with QuickBooks to deliver the ultimate 3-way […]
Resource Category: Blogs & Articles
Scan and upload with your iPhone – very sleek!
Found a new app that lets me scan anything directly from my iPhone which then converts it to a PDF that I can upload to my SmartVault account. It’s awesome! The app is called Scanner Pro by Readdle. It’s easy to configure, just follow these instructions. Once you’ve downloaded the app from the App Store, Tap Settings. […]
The Danger of Sharing Login Credentials
SmartVault is built on the idea that every employee user will have his or her own license – so like most software applications, it’s a violation of our terms of service to share login credentials. But more importantly, when you use someone else’s login credentials, you are creating a false audit trail and eliminating any […]
The Emerging Roles of the New Accountant: Why Transactional Accounting is No Longer Enough
Soley providing tax support is no longer enough, and clients expect their accountant to play a more advisory role. The Emerging Roles of the New Accountant: Why Transactional Accounting is No Longer Enough discusses: The contribution of technology How to manage this new role Don’t know where to begin?
The Freelance Bookkeeper: Why SmartVault is the Tool of Choice for Virtual Bookkeeping
The following is a guest post from Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor Gabrielle Fontaine. For more of Gabrielle’s awesome advice on virtual bookkeeping, visit https://thefreelancebookkeeper.com. With cloud technology in the accounting world growing by leaps and bounds, the way freelance bookkeepers work with their clients is changing dramatically. The most exciting change by […]
The Impact of Internet Access (or the lack thereof) On Your Business
Lessons Learned from Last Week’s GoDaddy Outage Last Monday, our DNS provider, GoDaddy, experienced a widespread service disruption. This service disruption lasted approximately 4 hours and prevented over 50 million web sites, including SmartVault, from being accessible via name lookup. Although, at no time were SmartVault servers unavailable, most of our customers could not access […]
The Paperless Office – Information anytime, anywhere – no printing required.
Operating a “paperless office” seems to be the goal of many businesses today, but dealing with the realities of paper documents – bank statements, bills, invoices, receipts, and more – can be quite a challenge if the right tools aren’t available. The paperless office is the moniker applied to businesses electing to either eliminate or greatly reduce […]
The Unbreakable Chain – Accounting Source Files and QuickBooks Document Management
Accounting is a system comprised of inputs, processes, and outputs – much like a manufacturing process. In this case, the output is the financial statement and other financial records and reports. The inputs are the source documents which provide the details for financial transactions in the accounting system, and the process is balanced double-entry bookkeeping. […]
To Host or Not to Host? 4 Reasons to Consider QuickBooks Hosting for You or Your Clients
As a “Customer Care Hero” at SmartVault, I work with dozens of CPAs and accounting firms every week, all with unique methods and tools for working with their QuickBooks clients. Some use SmartVault’s QuickBooks backup feature to share their QuickBooks file, a few are still driving to their clients’ offices, some are using remote access […]
Why eSignatures are a Must-Have in 2023
How long do you wait for a document to return once you’ve sent it to a client for signature? Hours? Days? Maybe even weeks? Many people see massive disruptions to their workflow and business practices when clients become difficult to reach, slow to act, or make a mistake when signing documents. Electronic signature technology mitigates […]
Why I’m Calling for Better Privacy Laws for Email and Online Document Storage
What You Need to Know about ECPA Privacy laws in the United States regarding emails and online document storage are very archaic. Currently, the Electronics Communication Privacy Act (ECPA) designates that email stored for longer than 180 days is not protected communication. Therefore, access to archived email requires only a subpoena rather than a warrant. […]
Your Credit Union Roadmap
Implementing a cloud-based document management platform is integral to a modern credit union’s operational infrastructure. Hundreds of files flow in and out of your organization daily – many containing highly sensitive and proprietary information. Traditional document management systems based on paper files and folders and/or on-premise servers can quickly show their vulnerabilities in the face […]
Accounting Expert Shares 4 Key Considerations Around Workflows and Client Experience
Guest Blog by: Carrie Stemke Having an efficient workflow and offering a positive, high-quality client experience are crucial parts of increasing your firm’s productivity and profitability. But how do you achieve these goals? Thought leader and Accounting Today Top 100 Most Influential alum Randy Johnston says it comes down to what might be a surprising […]
Is It Safe for Accountants and Their Clients to Share Files via Email?
The truth is: email was never meant to be a secure way to send sensitive information. Why Should Accountants Avoid Using Emails to Share Sensitive Data? Dr. Catherine J. Ullman, Senior Information Security Analyst for University of Buffalo, says: “Although you need credentials to log in and access the e-mail in your mailbox, email is […]
3 Ways Paper-Based Workflows Hold Your Accounting Practice Back
Here’s a large number for you: there are over 300,000,000,000,000 – that’s 300 trillion – paper documents printed worldwide each year. While we know that more companies are going digital, it’s evident that paper is still a significant component of businesses. The average US employee uses about 10,000 sheets of paper each year, and the […]
It’s Time to Revisit Your Accounting Workflows and Automate Tasks
Every so often, it’s important to take inventory of your accounting workflows. Are they supporting your business goals? Are staff and clients happy or do they hit roadblocks? Are there manual tasks you can automate or processes you can streamline? Answering questions like those will help you get a clear picture of your current processes, […]
3 Reasons You Need Paperless Document Management Software for Your Business
Manual workflows, repetitive tasks, and keeping up with hardcopy paperwork just doesn’t make sense anymore. Our culture has gone digital, and companies that have yet to make the switch to paperless document management — whether they’re a mom-and-pop business, a Fortune 500 company, or somewhere in between — are going to get left behind. Software […]
Tips for Accounting Professionals to Increase Cybersecurity
October is National Cybersecurity Awareness Month (NCSAM). The 2022 theme is “See Yourself in Cyber,” which is about helping people understand the role they play in protecting themselves and others online. Check out our resource library to learn how to protect your data. It’s critical that everyone involved in your practice — yes, that means […]
Cybersecurity Awareness Month: See Your Role in Protecting Data
Cybersecurity is complex. There are many ways hackers can access your information, and their technology and techniques are just getting stronger every day. Our world is also going more and more digital. There are over 5 billion people using the internet globally and 60% of business data is stored in the cloud. That’s a lot […]
Cybersecurity Facts and How to Protect Your Data with a Cloud Document Management System
With cyberattacks happening more frequently than ever before, protecting your business and client data is a large obligation to meet. Cyberattacks target all industries and company sizes, but smaller companies tend to be the easiest to hack, as many don’t have proper processes in place to keep data secure. In this blog, we share some […]