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 […]
Resource Category: Guides & eBooks
6 Reasons to Fall in Love with SmartVault
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 Community Banks
Elevate service, streamline operations, and build lasting customer relationships with SmartVault, an intuitive, secure document management system and client portal.
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.
How to Modernize Your Financial Institution: Build a Digital Workflow with a Document Management System
Today’s consumers expect seamless digital banking – an experience that brings the fellowship of your local branch into the digital age and lets you meet your customers anytime, anywhere, while providing them with the personalized service they love. Equally important is what your employees expect: intuitive digital tools that enable remote work and seamless collaboration […]
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 […]
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 […]
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 […]
Streamlining Your Entire Workflow with UltraTax CS (Infographic)
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 […]
Outsmart Ransomware: Tactics for Protection and Recovery
Download this whitepaper to learn proven strategies for protecting your firm and clients against ransomware threats. Ransomware attacks on accounting firms and small businesses are rising. Are you prepared? This detailed eBook is filled with practical tips that’ll help you safeguard your business and avoid becoming the next ransomware victim. What’s Inside? Information on the […]
Don’t Lose Your Data: A Blueprint for Secure Backup, Recovery, and Business Continuity
Download this whitepaper to learn how to safeguard your data and quickly recover when the unexpected happens. Unexpected data loss and disasters can strike any business. Are you prepared to quickly recover when they happen? This whitepaper provides an in-depth and straightforward look at how to prevent data loss, back up critical information, and respond […]
How to Evolve Your Tax Firm into a CAS Practice
The accounting landscape and the traditional CPA’s role are rapidly transforming as automation and artificial intelligence come into play. To stay relevant, experts advise firms to add client advisory services (CAS) to their traditional tax and audit practices. So, how do you make the leap? You’ll learn: What tech-savvy, growth-focused clients want from their CPAs […]
FAQ: SmartVault’s Data Security and Tech Specs
Create Efficiency and Consistency with Dawn Brolin’s 5-Step Client Experience Checklist
Dawn wrote this eBook to walk you through the exact process she followed to grow her firm’s revenue and increase client retention and satisfaction – all without adding more staff or layers of unnecessary technology or administrative burden. Learn how to create your own consistent, efficient, and profitable client experience. Download the eBook to get […]
The Dawn Brolin Way: How to Organize Your Accounting DMS Folder Structure
Creating a well-organized, repeatable folder structure within your document management system automates setting up clients and promotes consistency throughout your business. This makes it easier for your team to move the workflow forward and deliver better client experiences. See exactly how expert Dawn Brolin, CPA, CFE, the CEO of Powerful Accounting, sets up her folders […]