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. […]
Resource Category: Blogs & Articles
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 […]
5 Time-Saving Tune Ups for Your Firm’s Pre-Tax Season Playbook
By Dawn Brolin As a very happy and productive SmartVault user for more than a decade, I know that tax season after tax season, SmartVault is always ready to play hard during the busiest season of my practice. SmartVault remains one of the core solutions in my tax season Starting Lineup, not only because of […]
Effective eNote technology implementation
The new year is on the horizon–and with it comes an even greater call for credit unions to adopt e-closing technology to keep pace with member demand for the convenience and security that it provides as well as to leverage the operational benefits. For context, credit union lenders should be familiar with the two key […]
Make SmartVault Your MVP This Tax Season
Chances are, if your firm has a significant portfolio of tax clients, document management is of significant concern to you. I know from my own experience in my firm that unless you have document management truly dialed in before tax season, you are going to strike out during the heat of it. You may actually […]
Learn the 4 Keys to Using eNote Technology to Optimize Your Credit Union’s Loan Processing Experience
Over the past several years the heavy burden of paper loan closing documents has gradually become lighter, thanks to the emergence of electronic closing technologies. This is welcome news for many lenders, buyers, sellers, and third-party agents involved in the process of facilitating car, home, and business mortgage loans—not to mention other transactions where the […]
Tech Stack that Bulletproofs Your Business Continuity Plan
Having the right technologies in place to keep your business up and running no matter what happens is essential to any plan for business continuity. Cloud-based software that you can access from any location, at any time, are no longer a “nice to have.” They are absolutely essential operational assets for any type of business. […]
Revisit Your Client Relationships to Improve Your Tax Season
As an accountant in practice, you will more than likely be familiar with the amount of work and pressure accountants are under during tax season. The sheer volume of work, emails, checklists, and documents can be overwhelming. Although returns can be filed any time after the deadline, you will probably find that 90% of returns […]
Why access rights management is key to implementing an effective CU cybersecurity strategy
According to global business research firm IGI Global, Access Rights Management (ARM) is: “The process of assigning digital rights to users which can then be used in conjunction with an access control system (ACS) to obtain access to some resource.” In the case of credit unions, one of the most important resources is the documents […]
5 Ways to Build a Strong and Committed Team
One of the most efficient ways to navigate through Tax Season is by hiring a seasonal team to help keep things running smoothly. Unfortunately, hiring good team members is no easy feat, and retaining them is even harder. With Tax Season around the corner, it’s time to start searching for those team members and start […]
How to Spot Burnout and Mitigate It
Tax season is stressful and oftentimes can lead to employee burnout. Staff members who start to feel this way are likely to quit, and oftentimes they don’t wait for the end of tax season to do so. According to a survey by Gallup, a global analytics firm, the top 5 causes of burnout are: Unfair […]
5 Key Credit Union Technology Trends
The past two years have seen a pandemic-fueled acceleration of digital transformation across many industries. In the financial services sector these shifts in technology adoption have been necessary in order for service providers to keep operating while also remaining in compliance with regulatory requirements. The result has been “forced” technology adoption at a rapid pace, […]