Don’t let clients make your life difficult! You’ll learn how to ensure high-quality data flows to and from clients are quick, effective and seamless. As a result, chasing clients becomes a thing of the past, and you can respond near-instantly to any client request—from creating management accounts, to simply assisting with everyday queries. There’s even […]
Resource Category: Events & Webinars
How to Keep Sensitive Financial Information Safe in 2024
In this engaging webinar, expert and SmartVault CISO Luke Kiely, a former law enforcement expert with decades of experience in cybersecurity, will answer these questions and more to ensure financial institutions feel confident adopting secure technology that keeps sensitive financial information safe. In this webinar, you’ll: Explore the common types of cyber attacks or vulnerabilities […]
How to Increase Workflow Efficiency at Your Financial Institution
In this webinar, expert Steven Ha of SmartVault will introduce you to a document management and client portal system that will streamline workflows across your customers, departments, and devices. This will create a seamless experience for teammates and customers alike. In this webinar, you’ll learn how to: Adopt new technology and streamline your loan and […]
Mastering IRS Representation: Tax Season Mistakes That Create IRS Enforcement
This incredibly popular program will cover the mistakes practitioners make during tax season that can cause the IRS to start enforcement action through an audit or collection. Learning Objectives: Identify the common mistakes made by practitioners during tax season that can trigger IRS enforcement actions, such as audits or collections Recognize the potential consequences and […]
Practice Priorities for CPAs in 2024
Now’s the time to get started on your strategy for improving how your firm approaches these essential practice priorities so you can future-proof your practice. In this webinar, you’ll join three real-life CPA firms and receive actionable advice from each of the panelists to help you implement your own tech and practice management tools. You’ll […]
Streamlining tax season – year end prep for upcoming filing deadlines
Join our panel of experts for an info-packed webinar revealing easy wins you can implement now to get ahead of the January deadline rush. We’ll provide actionable tips to optimize your workflows and avoid the scramble as the year wraps up. Learn: How firms can identify potential challenges early in the tax season and take […]
Transform Your Firm with Integrated Document and Practice Management Solutions
Using a DMS & PMS in silo is great, but the ultimate way to supercharge your workflow ahead of tax season is by connecting them. Manage not only your tasks, your data, your documents, but also your time and profit margins. Expect to learn: Why Dawn connected SmartVault and Financial Cents Tips on how to […]
Mastering IRS Representation: Helping non-filers get back into the system
The demand for help from practitioners is overwhelming, and very few attorneys handle these cases. The opportunity for CPAs and EAs to help non-filers, resolve the issue, and add a lot of money to their bottom line has never been better. Join Attorney Eric Green as he explains where to find these clients, how to […]
How to Communicate your Cybersecurity Plan to Clients and Staff
Now that you’ve created a cybersecurity plan, learn best practices to communicate it to your clients and staff. In this webinar, Elizabeth Manso, CEO at Brigade, a progressive accountancy firm, joins Luke Kiely and Seth Fineberg to talk about what worked well at her firm and how she communicated her plan effectively. We will share […]
How To Implement a Cybersecurity Plan and Prepare for an Attack
In this webinar, SmartVault CISO and former cybercrime officer, Luke Kiely, will break down the key areas that you need to protect and will discuss how to prepare for a cyber incident. You’ll learn what systems are critical to run your business and how to reduce the risk of an attack, as well as the […]
Demystifying Cybersecurity and Compliance: Practical Tips to Safeguard Your Firm
Practical Tips to Safeguard Your Firm Despite the relentless media coverage about the evolving threat landscape, many businesses continue to ignore the guidance or underestimate the threat and consequences of a cyberattack – effectively gambling with the life of the business. Don’t make that mistake at your firm. In this webinar, you’ll get up to […]
Walk Through a Ransomware Attack
Former Cybercrime Officer Shares Stories from the Field Don’t miss this eye-opening journey through the world of cybercrime as former law enforcement officer, Luke Kiely, unveils the details of a real-life ransomware attack. Kiely will be joined by Seth Fineberg, former editor at AccountingWeb, as he shares the details of real-life attacks, walking us through […]
Proactive Tips to Future-Proof Your Firm with Automation, AI, and CAS
“Future proofing” has been a ubiquitous post-pandemic buzzword. But how can you actually set your firm up for success? The answer is two-fold: automation/AI and client advisory services (CAS). This panel, featuring experts from across the industry, will tie these topics together in a thought-provoking webinar that provides useful advice and updates the conversation on […]
Audit Horror Stories
What to Do When the IRS Audit Goes Off the Rails(aka How I Discovered SmartVault) Join Attorney Eric Green for this fun and informative look at past audit horror stories and the lessons to take away from them, including record storage issues, audit technique goofs, and what to do about them. During the program, Eric […]
How a Smart DMS Can Improve Your Practice
Want to see how thousands of accounting firms are improving their organization, efficiency, and client collaboration? Join us for this informative webinar to learn how a document management system (DMS) can revolutionize your practice. Aaron Dick, Senior Account Manager at SmartVault, will provide insights into today’s most pressing challenges facing accounting practices and demonstrate how […]
Create Consistency and Save Time by Connecting UltraTax CS and SmartVault
SmartRouting for UltraTax CS*: Save Time, Eliminate Headaches. Tired of the document shuffle? Say goodbye to the chaos of manual transfers and misplaced files! SmartRouting provides UltraTax CS users like you the ultimate solution for seamless, automated document management. With SmartRouting, you can transform your document processes to be simple, streamlined, and paperless. Document management […]
Create a Consistent Client Experience that Delivers Maximum Efficiency
Ensuring that you have the most efficient and consistent client experience possible will make your firm more productive and profitable now and in the future. It’s time to take control and maximize your processes and the right technologies to make it happen. Join Dawn Brolin, CPA, CFE, as she shares the exact process she uses […]
Future-Proof Your Firm Against Tax Season Struggles
Congrats on making it through another tax season of following up with clients for their key documents, hours on the phone with the IRS, and processes that caused you and your staff extra hours of work each week. Maybe you made some incremental changes from last year, but there’s always room for improvement. In this […]
Don’t Let Cybercriminals Break Your Heart This Tax Season
Join us to learn how to protect your firm against cyber criminals. You’ll hear from Randy Johnston from accounting CPE providers K2 Enterprise as he interviews SmartVault’s new CISO, Luke Kiely, on how to protect your firm. Walk away with real-life examples and actionable tips to secure your documents against cyber criminals and ransomware. Let […]
Improving Client Experience with Better Document Storage
If you don’t make it easy for clients, your staff will suffer as a consequence. You will have difficulty recruiting new staff if your technology is old and their client interactions are frustrating. Many will leave. When requesting documents becomes cumbersome, and as a result, staff end up waiting for information, productivity suffers. Your team […]