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Resource Category: Guides & eBooks

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 […]

FAQ: SmartVault Acquires SmartPath

For Current SmartPath Customers Who is SmartVault? SmartVault is a document management and client portal platform built for accounting professionals. SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of e-signatures. With over 15 years of dedicated service to the accounting industry, SmartVault understands accounting professionals’ […]

Choosing the Right Document Management System: A Must-Have Checklist for Accountants

As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability. That’s why we created an easy DMS checklist focused on must-have features to empower collaboration, ensure security, and set your business up for scale. Download now to […]

How SmartVault Saves This Firm $150K Per Year

After a freak accident led to a client’s data loss, Eric Green vowed to prevent that from happening to his firm. Safeguarding his data was a top priority, so he implemented SmartVault, a document management platform. What he didn’t expect was the huge productivity boost SmartVault would deliver for his practice. By streamlining document handling […]

Choosing the Right DMS: A Must-Have Checklist for Financial Institutions

As a financial institution, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability. That’s why we created an easy DMS checklist focused on must-have features to empower collaboration, ensure security, and set your financial institution up for scale. Download now […]

Top 6 Advantages of Digital Document Management at Credit Unions

You’ll learn about the following advantages: Builds Your Community Simplifies Customer Collaboration Makes Employees Happier (and More Efficient) Creates User-Friendly Processes Secures Your Data Keeps You Up and Running Fill out the form to download the free eBook: Top 6 Advantages of Digital Document Management at Credit Unions.

Practical Ways to Improve Your Financial Institution’s Cybersecurity

Arm your credit union or community bank with practical strategies to lock cybercriminals out. Download “Practical Cybersecurity: Cost-Effective, Straightforward Strategies for Financial Institutions” to learn: Common methods hackers use to infiltrate systems and steal data How to identify and fix vulnerabilities in your processes, network, systems, and employee training Concrete steps and a checklist to […]

Cybersecurity Checklist for Financial Institutions: Stay Protected Against Data Breaches

Don’t let your financial institution be an easy target. Download our Ultimate Cybersecurity Checklist for Financial Institutions to strengthen your defenses against data breaches. This comprehensive checklist covers: Understanding your cybersecurity vulnerabilities Creating a cybersecurity program that protects data at your financial institution Using encryption, access controls, and other critical safeguards Responding swiftly to security […]

Streamline Your Financial Institution With Client Portals

Managing files and collaborating with customers can be time-consuming and disorganized without the right tools. Whether you need to collaborate with customers, share files with your team, or keep projects organized, client portals provide the perfect user-friendly, secure solution. Download this infographic to see how a client portal can improve security and efficiency in your […]

Six Steps for Better Client Onboarding

The average accounting firm takes 6-8 weeks to fully onboard a client. Taking this long suggests your firm is slow and disorganized, two things that don’t look good to a newly minted client. And it makes things harder on you and your team. This infographic outlines key steps and benefits of providing new clients with […]

A Guide to a Better Experience for Onboarding New Tax & Accounting Clients

Onboarding new clients is a crucial process that sets the foundation for your long-term working relationship and enables your team to be more productive. However, many accounting professionals lack a formal system. Without an efficient onboarding workflow, you risk frustrating clients and staff, wasting time chasing documents, and losing business. This comprehensive guide walks you […]

How to Effectively Communicate Your Cybersecurity Plan to Staff and Clients

Effectively communicating your cybersecurity program is just as important as having one. The biggest cybersecurity threat to your business is human error. In fact, nearly 90% of data breaches are caused by mistakes like falling for phishing scams. That’s why ongoing education and communication are essential for a robust cybersecurity program. This whitepaper reveals: Key […]

Cybersecurity is More Than Protecting Data: 3 Ways Security Can Move Your Firm Forward

Keep Your Firm Safe and Positioned for Growth with Robust Cybersecurity Download this whitepaper to learn why cybersecurity is more than just protecting your data. Cyberattacks threaten accounting practices of all sizes and can lead to steep fines, permanent data loss, reputational damage, business closure, and more. But an investment in cybersecurity provides returns beyond […]

What Is Ransomware and How Can You Protect Your Business?

Download this infographic to learn critical information to help you prepare for, prevent, and recover from ransomware. Ransomware is malicious software that encrypts your data and blocks you from accessing it. The attackers then threaten to publicly release the data or prevent your access to it unless you pay a ransom. It’s one of the […]

Making Cybersecurity Practical for Accounting Firms

Download this whitepaper to learn practical steps you can take right now to protect your firm and client data. Cybercrime is a growing threat for accounting firms of all sizes. Is your practice prepared? In this whitepaper, you’ll learn how cybercriminals target accounting firms, your legal obligations, and how to protect your practice and clients […]