Tax and accounting professionals are at significant risk for cyberattacks because they have the data hackers want. Thieves can impersonate the victims and file fraudulent tax returns with information like names, social security numbers, financial data, and addresses. And with a cyberattack happening every 39 seconds, the chances of your practice getting attacked continue to […]
Resource Category: Blogs & Articles
Strategies to Create a Collaborative Client Experience
“I never received that document. Can you just resend it?” — How many times have you received a client request like that, even though you know you sent the document via email a few days ago? Perhaps it’s in their spam or maybe they just overlooked it. Regardless, it would be a lot easier—and faster—if […]
What Accounting Practices Need to Know About Data Security and Document Management Systems
Tax and accounting professionals are at significant risk for cyberattacks because they have the data hackers want. With information like names, social security numbers, financial data, and addresses, thieves can impersonate the victims and file fraudulent tax returns. Since large corporations with significant security systems are harder to attack, it makes smaller businesses the next […]
ADA-Compliant Document Management
Although the Americans with Disabilities Act (ADA) has been in place since the 1990s, it presents opportunities and challenges for credit unions. These challenges include how to comply with the laws while providing an exceptional experience to all members. According to the act, credit unions must make their physical locations, websites, and documents accessible to […]
Document Management System: What It Is and Why You Need One
A document management system (DMS)—also known as document management software—allows businesses to quickly and securely store, organize, access, and share documents. What is a Document Management System? Your DMS can be as simple as file cabinets or portable hard drives. Or it can be more sophisticated, like centralized local servers or cloud-based software. There are […]
How to Create or Improve Your Cloud-Based Accounting Workflow
Admin tasks such as setting up folder structures for a new client or engagement, requesting client-prepared documents, sharing files online, or getting signatures on contracts or release forms should only take a few clicks and minutes to complete. Automating Routine Accounting Tasks A DMS can simplify your everyday workflow, giving you more time to focus […]
10 Ways Client Portals Can Make Your Business More Successful & Your Clients Happier
Making countless phone calls, responding to emails, scheduling appointments, and requesting documents from your staff and clients—you have so much on your plate. The last thing you or your staff want to do is hit roadblocks or waste time with inefficient workflows. Having a client portal can make all the difference. These private, protected websites […]
Improve Client Communication
How you communicate with your clients can make or break your accounting practice. Communication is key to business success, but it can be challenging to navigate. Do it poorly, and you risk losing clients and tarnishing your practice’s reputation. When done right though, strong client communication processes bring many benefits, like increased client engagement, referrals, […]
5 Tips for Eliminating the Summer Slowdown with a Document Management System Customized for Your Credit Union
The heat of summer vacation season is here and more than likely your credit union is sweating the slow down created when team members, vendors, and members take their well-deserved time off. To eliminate the summer slow down, use these tips to help you ease the potential productivity pause by leveraging a remote-ready document management […]
Best Integrated Digital Document Storage & File Sharing Solution 2022
SmartVault is the all-in-one solution for online document storage and secure file sharing. We take a deeper look at the company as we speak to Global Marketing Director, Rachel Montana. Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals, the SmartVault platform is the easiest way […]
What Your Partner/Business Owner Needs to Know About File Sharing with SmartVault
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 […]
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 […]