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Resource Category: Blogs & Articles

How SmartVault’s Partnership Increased Customer Retention For My Business

Hear from Katie about how SmartVault increased customer retention in her business and helps to keep her customers happy everyday. Case Study: How SmartVault’s Partnership Increased Customer Retention For My Business discusses: How product enhancements have supported her business Her transition from desktop to the cloud The impact the partnership has had on her clients

Phishing Awareness at SmartVault

Threat actors use email spoofing to send emails that look like they originate from SmartVault. These phishing scams will trick you into sharing sensitive personal information or downloading a malicious file, such as malware. The content of these emails may look like legitimate emails that you receive from SmartVault, using a smartvault.com e-mail address, with […]

How to Help Your Clients Avoid Getting Audited This Tax Season

It’s every client’s worst tax nightmare: They receive a letter in the mail from the Internal Revenue Service saying something has triggered an audit. The instructions that come with each audit letter are different. Some people might only have to send a few documents – like bills, canceled checks, loan agreements, or medical bills – […]

3 Tax Changes CPAs Must Know to Work With Small Business Owners

The last few years have been tough for the 32-million-plus small business owners in the U.S. In addition to the upheaval caused by the pandemic and, more recently, rapid inflation, they’ve had to contend with the nexus laws put in place by the 2018 South Dakota v. Wayfair decision and other changes to the tax […]

3 Tax Scams and Fraud to Watch for During the Busy Season

Each year, taxpayers across the United States find themselves victims of scams. Worse still, reports have shown that scams are on the rise: The 2022 Annual Report of the Identity Theft Tax Refund Fraud Information Sharing Mission and Analysis center shows that there were eight million reports of tax scams and fraud. This number is […]

7 Benefits of Working in the Cloud for Accountants

Despite all the technological progress accountants have made during the pandemic, many surprisingly stopped short of transitioning to the cloud. If you’re still on the fence and not sure if the cloud is right for your business, look at the benefits below. They’ll clearly illustrate why it’s advantageous to make the transition to the cloud.   […]

Enough is Enough: Why Nearly Half the Accounting Profession Quit Their Jobs

Blog by: Carrie Stemke The accounting profession is notorious for its approach to change being slower than cold molasses. Over the last 5 years — 4 of which were spent covering the profession for AccountingWEB – I discovered that many of the issues plaguing firms had been thorns in their sides for years.   The “Great Resignation” […]

How Accountants Can Help Families Navigate 2022 Tax Regulation Changes

When it comes to filing tax returns, families – especially those who are considered low income – not only have incredibly complex regulations they must adhere to, but they also need to worry about IRS audits.   According to the Transactional Records IRS Clearinghouse run by Syracuse University, low-income families have historically been disproportionately targeted […]

How to Choose a DMS

Integrating a document management system, or DMS, into your enterprise is a great way to get a handle on the content your staff produces. Not every DMS is created equal, however. It’s always a good idea to ensure a solution aligns with your business goals and processes. Here’s a quick rundown of a DMS, its […]

How to Deal with Last-Minute Tax Filers Effectively During the Busy Season

Despite the fact that tax deadlines remain pretty much the same year after year, every CPA deals with the same problem during the busy season: Clients who turn things in at the last minute. Not only does this cause additional stress for you and your team, but these clients often expect that you can take […]

How to Have a More Productive Tax Season in 2023

Tax season is a CPA’s busiest time of year. As you sift through articles about how to make your workflow more efficient and how to survive the overwhelming onslaught of work, you’ll likely see tips about staving off burnout, how to integrate a best-of-breed tech stack, and how to collaborate with clients during a time […]

How to Protect Your Accounting Firm from Cyber Attacks This Tax Season

Accounting and finance professionals handle a tremendous amount of client correspondence and paperwork that contains sensitive information. While you might not stuff tax papers into a folder that you leave in your car anymore, many people frequently send items containing personal and financial information over email. The approaching tax season means the volume of documents […]

Increase Workflow Efficiency

Do you find yourself always hitting roadblocks? Or sending the same document to your clients or employees over and over again? It’s frustrating—not only for you and your employees but also for your clients. SmartVault recently led a panel webinar focused on client communications and improving workflow efficiency. The panelists included accountants Eriona Bajrakurtaj from […]

Key Insights for Your Credit Union

Is your credit union providing members with fully digital services? If not, or if you are encountering challenges doing so, these insights from PwC’s 2021 Digital Banking Consumer Survey, which canvassed 6,000 retail consumers will help you understand the type and structure of the digital financial services you need to build into your credit union’s product offering. […]

Manage A Growing Tech Stack With Limited Resources and Expertise

Read these tips to help you manage your growing business while also staying on top of your tech stack. Tips for Managing Your Growing Tech Stack with Limited Resources and Expertise discusses: How to understand your business process including client management and practice management How to map your tech stack to align with your business […]

Should You Hire Temporary Workers for Tax Season?

Whether your firm is large or you’re the sole owner and staff member, tax season brings with it crushing pressure and a landslide of work. The onslaught often turns firm leaders’ attention to an important question they might not have seriously thought about all year: Should you hire temporary staff to help you get through […]

Take Cybersecurity in Your Business to the Next Level

Imagine sending an email to all of your clients with a subject line like this—” Attention, We Got Hacked!”—sounds dreadful, doesn’t it? It’s almost a guarantee that you’ll soon be inundated with anxious clients checking in to see if their information is compromised. Cyber-attacks aimed at firms that handle sensitive information are on the rise. […]

Taxpayers Expect Secure, Digital Services from their Tax Pro 

Intuit’s 2022 Taxpayer Insights & Intelligence Brief summarizes the wants and needs of over 3,000 US taxpayers. Let’s take a deeper look at the core findings.  How Do Taxpayers Prefer to Work with Tax Professionals?  Ever since the COVID-19 pandemic forced us to abruptly move to remote work, people have realized the benefits of digital […]

What to Do if an Employee Quits Suddenly During Tax Season

When an employee quits, on top of handling your regular workload, you’re suddenly responsible for adding their workload to the pile of your other staff members. Or, if you’re a solo practitioner, it’s now up to you to shoulder everything alone. Either way, it’s not a scenario anybody wants to deal with.  There are many […]