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 […]
Resource Category: Guides & eBooks
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 […]
Your Change Management Toolkit
It’s important to apply a streamlined change management process, allowing you to get buy in internally, but more importantly, externally with your clients. This free toolkit, written by Carl Reader, Chairman at D&T Chartered Accountants, gives you tips on how to implement successful change management strategies. Including email templates, a case study and infographic. Use […]
How to Keep Pace with Innovative and Secure Technology
When new information is always being thrown at you it is important to understand how to process it so that you can decide what new technologies you should bring into your business. How to Keep Pace with Innovative and Secure Technology discusses: How to ask the right questions when looking at new technologies How to […]
5 Key Considerations When Evaluating Systems to Add to Your Tech Stack
There are many vital considerations that you need to take into account when looking to add to it. It is essential to evaluate your current tech stack and identify gaps in it before deciding on what to expand on. 5 Key Considerations When Evaluating Systems to Add to Your Tech Stack discusses: How to define […]
4 Ways to Increase Cybersecurity and Safeguard Data
With cyberattacks happening more frequently than ever before, protecting your business and client data is a large obligation to meet — but it doesn’t have to be overwhelming. This eBook will teach you about cybersecurity and four actions you can implement to safeguard your data from criminals. This eBook will help you: Understand the unique […]
Cloud vs On-Premise Storage: What’s Right for You?
Choosing how you store and manage documents is a key decision within firms. The shadow cast by COVID-19 over the business environment has made this decision more critical than ever. Now that the ability to collaborate virtually, work remotely and protect your business (and your clients) from cybersecurity threats has become even more central, the […]
10 Questions to Ask Your Prospective Tech Vendors During Your Evaluation
It is essential to know what questions to ask your prospective vendors when narrowing down your options to make the right choice for your business. 10 Questions to Ask Your Prospective Tech Vendors During Your Evaluation discusses: Vendor selection criteria and methods Why vendor selection criteria are necessary How to prepare your team for a […]
5 Ways to Simplify How You Work with Gig Workers and Self-Employed Clients
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 […]
Tax Season Survival Guide
Tax season is upon us again, bringing the usual chaos in its wake. Being proactive is the best way to manage your stress levels, survive tax season unscathed, and have a successful season with your staff and clients. In our free Tax Season Survival Guide, we break down the measures you can put in place today that’ll benefit you […]
5 Ways to Automate Your Tax Season
View the infographic to accompany our latest webinar with Lacerte and Commonwealth Business Services.
How to Create and Sustain a Paperless Document Management Workflow for Your Accounting Practice
As more and more businesses offer digital collaboration with their clients, accounting professionals who don’t do the same are more likely to get left for a competitor. It seems like a no-brainer to ditch the paper, right? There is a lot to consider before making the switch. This eBook will walk you through these considerations […]
How SmartVault Makes Your Tech Vendor Switch as Efficient as Possible for Both You and Your Clients
Whenever you change or adopt new technology, it’s vital for you to feel that your technology vendor is there to support you and that you have someone to lean on when you run into difficulties or have urgent questions to be answered. SmartVault is here for you.
Simplify Your Workflow & Increase Success With a DMS
A document management system (DMS), or document management software, allows accountants to quickly and securely store, organize, access, and share documents. Your DMS can be as simple as file cabinets or portable hard drives. Or it can be more sophisticated, like centralized local servers or cloud-based software. InHow to Simplify Your Accounting Workflow and Increase […]