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Resource Category: Blogs & Articles

How “Linking Clients” Makes Client Management 100x Easier

Imagine you’re doing work for Client A, but you need something from Client B’s folder. Maybe Client B is a business partner, spouse, dependent, or a separate entity fully or partially owned by Client A. So you track down Client B’s files. Perhaps that involves opening a new window, doing a completely new search, having […]

Say Goodbye to FileCabinet CS + NetClient CS and Hello to SmartVault + Liscio

Tired of suffering through tax season with unreliable software that crashes and disrupts your workflow? As an UltraTax CS user, you may feel stuck using Thomson Reuters’ single-ecosystem platforms – FileCabinet CS and NetClient CS – simply because they integrate with your tax software. But you don’t have to settle for subpar tools that hinder […]

Building a Global Accounting Team: Proven Strategies from Industry Expert Nick Sinclair

In a recent webinar on building self-sustaining accounting firms, industry expert and founder of TOA Global, Nick Sinclair, shared invaluable insights on this very topic. Nick – having run his own firm for over 12 years – understands the pain points accountants face all too well, including: Difficulty scaling operations to meet growing demand Struggles […]

Building a Self-Sustaining Accounting Firm: Insights from Industry Leaders

What if there were things you could do that’ll let you step back from day-to-day operations while still running a successful, growing business? This was the central question addressed in a recent webinar hosted by SmartVault and Financial Cents, featuring industry thought leaders Nick Boscia, CPA, EA, and Nick Sinclair. Their insights paint a picture […]

The Competitive Advantage of Choosing an Accounting Niche

What Are the Advantages of Choosing an Accounting Niche? By becoming experts in a focused niche, you can provide clients with tailored services, charge premium fees, and build a formidable brand reputation – all leading to these top seven advantages: Better Client Service: When you deeply understand the intricacies of an industry or specialty service, […]

Reduce Admin Tasks by 60% with Liscio and SmartVault Integration

It started with manual, paper-based processes. Years ago – or perhaps even today – you’ve passed hardcopy documents back and forth between clients and teams. Played phone tag or sent documents or flash drives in the mail. Now, why do these challenges still exist in the ‘digital age?’ Many firms rely on outdated, unreliable software. […]

Eric Green’s Tips for Managing Clients, Documents, Deadlines, and Pricing

Are your staff spending countless hours dealing with clients’ disorganized documents? Having to find, sort, and file hardcopy or electronic documents increases overhead costs that can cost firms thousands (and annoy your team, too). Tax attorney Eric Green recognized his team was doing just that – investing hours of time before projects could truly start […]

New Integration: Streamline Your Firm’s Workflow with SmartVault and Ledgersync

We get it – collecting client source documents feels like a never-ending game of phone tag. You have to remind clients for their bank statements and receipts month after month, and even once you get them, trying to locate a specific item often means digging through huge email threads and various desktop folders. Then there’s […]

What is Secure File Sharing for Accounting Firms?

The average accountant’s office used to be buried under paper, killing thousands of trees every year to file returns and comply with document-retention regulations. Going “paperless” is understandably appealing, but in the age of multibillion-dollar cybercrime, security is a real issue. A lot of paper in an accountant’s filing cabinet has sensitive information on it. […]

The Great Accounting Exodus – Part 2: Why Are Accountants Fleeing Public Practice?

In Part 1 of this blog series, we covered the staggering statistics behind the great accounting talent drain. Over 300,000 CPAs left the profession from 2019-2021, exacerbating an already-concerning shortage of new grads entering the field. But why exactly are so many experienced accountants choosing to pivot away from their careers in public practice? The […]

The Great Accounting Exodus – Part 1: Why Over 300,000 CPAs Left the Profession

The accounting world is facing a talent crisis of epic proportions. Over the last few years, a staggering 17% of the CPA workforce in the United States has left the profession, according to the Wall Street Journal. That’s over 300,000 qualified accountants that have resigned, retired early, or jumped ship to other careers between 2019-2021 […]

A Closer Look: Dawn Brolin’s Starting Lineup of Accounting Apps

Dawn Brolin, CPA knows a thing or two about managing a successful accounting firm. Not only is she the CEO of a successful practice, Powerful Accounting, but she’s also a well-respected educator in the industry. Known as the Designated Motivator, Dawn teaches accounting professionals how to better run their practices, including how to use accounting […]

The Key to Aligning Your Board: Secure Document Management

For credit unions, having a unified board of directors is critical for upholding their cooperative principles and fulfilling their commitment to members. But facilitating clear communication and document sharing between executives and the board is often easier said than done. Too many credit unions still rely on unsecured methods like email to distribute board materials […]

6 Tips for Seamless and Secure Board Communication for Credit Unions

For credit unions, facilitating clear communication and document sharing between the executive team and board of directors is critical for staying aligned on the organization’s vision and fulfilling its commitment to members. But many still rely on emails – something that poses significant security risks. That’s why forward-thinking credit unions are turning to secure document […]

Top Cybersecurity Tips for Credit Unions in 2025

Cybersecurity threats are escalating rapidly. In 2025 and beyond, it’s critical to stay ahead of hackers, ransomware attacks, and data breaches that can cripple operations and erode member trust. SmartVault recently partnered with CUbroadcast for an informative webinar covering the latest cybersecurity best practices. The webinar featured Luke Kiely, SmartVault’s Chief Information Security Officer (CISO) […]

5 Reasons Accounting Firms Need a Cloud Document Management System

For modern accounting firms, providing exceptional client service while maintaining rigorous security and compliance standards is the key to success. Clients today are tech-savvy and expect 24/7 access to their documents and anytime communication with your team. At the same time, going paperless is becoming essential for increasing efficiency. The answer? Implementing a robust, cloud-based […]