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 […]
Resource Category: Events & Webinars
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, […]
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 […]
Request Docs Product Demo
Request Docs is one of SmartVault’s newest features, designed to improve your workflow by collecting documents using custom request lists and templates. With Request Docs, you can: Create customizable document request lists and templates Send a batch of requests to multiple clients at once Manage all of your request lists from one place Track document […]
How to Become an Efficient Sole Practitioner Accountant
The Efficient Sole Practitioner Accountant webinar maps out the backbone technology architecture necessary to underpin the smooth workings of the grass roots solo accountant. Exploring the processes and tools needed to support an efficient accountancy business model the webinar suggests a roadmap to follow which will deliver efficiencies whilst keeping investment and overheads to a […]
How to Manage Deadlines and Documents with Ease
Do you struggle to manage your deadlines? Does your day-to-day consist of searching for documents or requesting files? Would you like a central place to manage your workflow and tasks? Pixie and SmartVault are here to show you a better, easier, more streamlined way. Take away the anxiety of managing multiple deadlines for multiple clients […]
The Automation of Communication – with TaxCalc and SmartVault
As the options for client communications multiply at an astonishing rate, email remains by far the most popular form of interaction between accountants and their clients. TaxCalc and SmartVault have been forging ahead in creating tools to automate and manage the ever-increasing flow of email in and out of your firm, and this webinar is […]
3 Steps to a More Automated, More Efficient Bookkeeping Workflow
SmartVault helps bookkeepers speed up and simplify their day-to-day document workflow. Learn how you can collect, process, store, and share all client information with speed and efficiency. Reduce time spent on manual or routine tasks, giving you more flexibility in your schedule and freeing up time to focus on higher value client activities. 3 Steps […]
How to Transition from Compliance-Based Revenue to Advisory Profits in 6 Steps
This is a critical problem for businesses in our country because they’re missing out on the high-value advice that can often be the difference between succeeding or sinking. Furthermore, when accounting professionals are relegated to transactional compliance work, it can lead to frustration, burnout, and a negative impact on their lives. The CPA2 program incorporates […]
5 Ways to Automate Your Tax Season with Lacerte & SmartVault
Hear from accounting professional, John Coleman from Commonwealth Business Services, as well as experts at Lacerte and SmartVault, as we discuss 5 ways to automate your tax season. Discover how Commonwealth Business Services increased their tax return volume by 10% after switching to Lacerte and SmartVault, and pose questions to the speakers. Expect to learn: […]
How to Use SmartVault for Lacerte and ProSeries
While you’ve most likely heard about the benefits of an automated workflow, the key to seeing real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency […]
Reimagine Tax Season Webinar & Giveaway
In this on-demand webinar, hear directly from accounting professionals who have reimagined what tax season means for their firms. They’ve exchanged insane hours and burnout with increased work-life balance and higher client satisfaction. And now they’re going to tell you how to do that for your practice. They’ll share lessons learned and proven strategies for: […]