Download the free guide: “The Intuit ProConnect™ User’s Guide to Document Management: Integration-Ready Solutions to Automate Workflows, Scale Efficiently, and Reduce Tax Season Hours.” Use it to evaluate: Whether your current system can scale with your firm How well it supports automation, security, and client experience If you’re settling for “good enough” when better is […]
Resource Category: Guides & eBooks
ProConnect Users: Want a Build an Automated Firm That Can Run Itself?
Download our free eBook: “Work Less, Earn More with Intuit ProConnect: Build a Firm (and Life) You Want with Efficient Processes and Better Work-Life Balance.” Built for ProConnect Power Users (and Those Who Want to Be) If you’re using Intuit ProConnect and feeling like your firm is running you, this guide is your blueprint to […]
Making the Switch to Intuit ProConnect Tax? Don’t Wing It.
Download the free checklist: “The Thorough Software Switch Checklist for Firms Moving to Intuit ProConnect Tax” This guide walks you through every critical step, including: Auditing your current tech stack (and spotting what’s holding you back) Defining what “better” looks like for your firm Migrating data without the chaos Preparing your team and communicating with […]
Stop Drowning in Tax Season Paperwork (There’s a Better Way)
We’ve heard these pain points from firms like yours time and again. Here’s how we eliminate these challenges by automating your entire tax prep workflow. The Old Way Just Doesn’t Cut It Anymore Let’s be honest, tax season shouldn’t mean: Endless back-and-forth emails with clients That sinking feeling when you can’t find a crucial document […]
For ProConnect Users: Tired of Chasing Clients Like It’s a Full-Time Job?
You use Intuit ProConnect because you’re serious about doing great work. But when your clients ghost your emails and upload documents two hours before the deadline, even the best software can’t save you. This guide is for you. Inside, you’ll learn how top ProConnect firms are: Getting clients to respond (on time, even!) Streamlining their […]
Breaking Free from the 80-Hour Accounting Workweek
Tax season doesn’t have to mean sacrificing your evenings, weekends, and work-life balance. Our latest eBook reveals why the notorious 80-hour accounting workweek is not just outdated—it’s hurting your firm’s productivity, quality of work, and employee retention. What you’ll discover inside: The true cost of overworking your team — Research shows productivity drastically declines after […]
Stop Stressing About Going Paperless: A Better Way Forward for Your Accounting Firm
Whether you’re looking to modernize while keeping paper-preferring clients, need practical solutions for managing hybrid workflows, or want to improve efficiency without a complete system overhaul, this guide provides a realistic approach to digital transformation that works for firms like yours. Inside this guide, you’ll discover: Why the “paperless or bust” mindset might be hurting […]
Keep What Works, Fix What Doesn’t: A Guide for UltraTax CS Users
Enhance your UltraTax CS investment without starting over. You may love UltraTax CS for tax prep, but the rest of the Thomson Reuters ecosystem? Probably not so much. Here’s the thing: You don’t have to settle for “that’s just how it is” anymore. Every day, the gap widens between firms using modern systems and those […]
Checklist for Bookkeepers: Client Portal & Document Management Solutions
You became a bookkeeper to help businesses succeed, to solve problems, and to make a difference. But instead of focusing on what matters most – serving your clients – you’re stuck managing an endless stream of paperwork and juggling countless email threads. You deserve better than wrestling with disorganized files and poor workflows. Imagine a […]
Beyond Practice Management: Why Your Accounting Firm Needs a Dedicated Document Management System
Many firms that have decided to rely on “all-in-one” solutions discover that practice management software—while excellent for workflows and task management—leaves dangerous gaps in document security and client collaboration. Through real-world examples and expert insights, this guide demonstrates how accounting firms can build a more efficient, secure, and scalable tech stack by complementing their PM […]
Self-Assessment: How Efficient Is Your Firm with UltraTax CS?
Feeling stuck with a slow workflow, but not sure where to start? This self-assessment will help you identify where your workflow needs attention and show you proven solutions that integrate with your existing UltraTax CS setup. Written specifically for UltraTax CS users, this assessment will show you: Which manual processes you can automate today How […]
The Intuit Pro’s Guide to Creating an Engaged Client Base
Introducing “Guide for Intuit Users: Proven Strategies to Create an Engaged Client Base” – your blueprint for transforming client collaboration in your Intuit-powered practice. In this guide, you’ll learn: Practical strategies to streamline document collection and submission Smart workflows that integrate seamlessly with your Intuit software Techniques for building a more cooperative client base Methods […]
Intuit Firms: Follow These Proven Tips to Build a Self-Sustaining Accounting Firm
Are you an Intuit firm looking to: Work less while earning more? Double your client base without burning out? Create a firm that runs smoothly even when you’re not there? Specific to Intuit firms, this free eBook will teach you: How to systematize your operations for maximum efficiency Strategies for building and empowering a trusted […]
Intuit Users: Create a Consistent and Efficient Client Experience with Dawn Brolin’s 5-Step Checklist
As an Intuit user, you’re already ahead of the game. Now, take your practice to the next level with insights from Dawn Brolin, CPA, CFE. In her checklist, Dawn shares her secrets for creating a consistent and efficient client experience. Key Benefits: Streamline your Intuit-integrated workflows Enhance client communication and collaboration Implement a secure, efficient […]
Upgrade from Intuit DMS: Your Checklist for Choosing the Right DMS Replacement
Replacing Intuit DMS isn’t just about swapping technology–it’s about reimagining what a document management system (DMS) can offer your firm. The right DMS will impact all areas of your firm, helping you achieve things you may have thought impossible. Increasing clients and profitability while working less hours? Possible. Going to your kid’s baseball games during […]
SmartVault and FileCabinet CS Comparison
Don’t let legacy systems limit your potential. SmartVault offers a comprehensive, cloud-based document management and client portal platform that outperforms FileCabinet CS in nearly every aspect: Document Storage Client Management Integrations Collaboration Tool Security & Compliance And much more! You’ll Learn: Why unlimited storage and client capacity are crucial for growth How cloud-based accessibility boosts […]
Work Less, Earn More: How to Build a Self-Sustaining Accounting Firm
Featuring insights from Nick Boscia, CPA, EA, and Nick Sinclair, Founder of TOA Global, this guide provides actionable steps to transform your firm from a time-consuming venture into a self-sustaining practice. If you have ever transitioned from working for an accounting firm to running one, you know better. It starts off just fine. Your firm […]
The CPA’s Guide to Creating an Engaged, Cooperative Client Base
Introducing “The CPA’s Guide to Creating an Engaged, Cooperative Client Base” – your roadmap to smoother operations and happier clients. In this comprehensive guide, you’ll discover: Why client engagement is crucial for your firm’s success Practical strategies to assess and improve client cooperation Tips for updating your tax season workflow for maximum collaboration Techniques for […]
Make the Move: Intuit® DMS to SmartVault
Eric Green’s IRS Templates
Access now to revolutionize your practice with resources that will help you: Organize IRS Collection cases with a proven folder structure Streamline IRS Audit processes using an expert-designed system Utilize ready-to-use templates for letters, waivers, and checklists Implement the same tools that save Eric Green $150,000 annually Enhance client service with improved organization and efficiency […]