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 […]
Resource Category: Guides & eBooks
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 […]
5 Benefits of Working in the Cloud
Risk Assessment Worksheet: How Vulnerable Is Your Firm?
How Efficient Is Your Accounting Firm?
The most important things for accounting professionals like you is to grow your practice, achieve your goals, and remain competitive. How can you make that happen? By increasing the efficiency of your practice. Our comprehensive checklist will guide you through the process of evaluating and improving your firm’s efficiency. You’ll learn how to: Identify areas […]
6 Crucial Steps to Become a Fully Online, Adaptable Practice
An adaptable accounting firm is flexible and innovative with a client-centric approach. They can navigate the ever-changing business landscape, meet evolving client expectations, and deliver top-notch accounting services. To transform these objectives into practical realities, accounting firms must embrace the Digital Age. In this eBook, we delve into the essence of an online accounting practice, […]
3 Things Leaders of Thriving Firms Prioritize
Thriving, highly-successful firms typically: Perform better Work faster Avoid burnout Adapt to changes in the industry Have strong client relationships Maintain higher profits How do the leaders of these firms accomplish these objectives? We break down three key focus areas in this whitepaper, 3 Things Leaders of Thriving Firms Prioritize.
Are You Making Your Firm Vulnerable to Cyberattacks?
You and your staff are the first lines of defense when it comes to protecting the data you handle and store. The first step in safeguarding it is understanding how you’re putting it at risk. In this brief whitepaper, Are You Making Your Firm Vulnerable to Cyberattacks?, you’ll learn: Why hackers love to target smaller […]
The Accountant’s Ultimate Guide to Creating a Modern, Efficient Firm
Efficient, modern firms have benefits like increased productivity, teams understanding what’s expected of them, consistent and easy processes, and meeting clients’ evolving needs and expectations. To have these benefits at your firm, everything – your workflows, staff and clients, and technology – must work in tandem to create positive, streamlined experiences that save you, your […]
The Accountant’s Ultimate Guide to Cybersecurity
Accounting and tax professionals are at high risk of cyberattacks simply because of what they do, the data they handle, and the clients they serve. And, if you’re a small to medium-sized firm, you’re at an even greater risk because criminals assume you don’t have the cybersecurity knowledge and safeguards larger businesses have. But it’s […]
Accountants Practice Priorities
It’s important to take time out of your usual daily tasks to focus on practice priorities to keep your business moving forward. Three of our customers – Accounting 4 Everything, MoneyPad, and Majors Accounts – put together their top 10 priorities for this year. Want to watch the webinar? Click here to view the on-demand version.
The Ultimate Cybersecurity Checklist for Accountants
Criminals are eager to get their hands on your firm and client data to impersonate their victims, file fraudulent tax returns, apply for loans, and more. Use this checklist to: Understand basic cybersecurity Evaluate existing risks within your firm Create your own security program Enable your employees to be secure
Moving to the Cloud is Right for Your Firm. Here’s How to Get There.
In this guide, you’ll learn why it’s advantageous to make the transition, what exactly “the cloud” is, and what steps you can take to start switching from your current process to a cloud-based one. This eBook will help you understand: Understand what the cloud is Benefits of working in the cloud Considerations when transitioning How […]
Get on the Road to Safeguards Compliance
You must protect this data from getting into the wrong hands. This brief guide will help you answer: What’s the point of the Rule? What do you need to comply? How can you simplify compliance?
Does Your Written Information Security Plan (WISP) Comply with Federal Law?
With information like your clients’ names, social security numbers, financial data, and addresses, thieves can steal their identities, file fraudulent tax returns, apply for loans, and more. This is just one reason why paid accounting and tax practices are required by IRS regulation 5293 and by law to create and implement a Written Information Security […]
Cybersecurity for Payroll Professionals
So how do we embrace the new digital model to reap the convenience and efficiencies without endangering ourselves and those we work with, in light of the growing threats? The simple Cybersecurity Checklist for Payroll Professionals is designed to help you assess what needs to be addressed to ensure you are compliant and protected against […]