The current accounting firm technology landscape has no shortage of available applications. For many firms, surveying and selecting the right ones for their firm represents a heavy investment of time and money. Making the wrong choice can end up wasting valuable resources. That is why starting with a solid technology acquisition strategy before you even […]
Resource Category: Guides & eBooks
The Designated Motivator for Accounting Professionals
SmartVault has been part of accountant and certified fraud examiner Dawn Brolin’s Starting Lineup for more than 10 tax seasons. In this eBook, learn why Dawn considers SmartVault the Most Valuable Player in her tax season workflow — before she even starts a tax return! In this playbook, we cover: The Top 5 Reasons to […]
Six Ways to Improve Your Document Workflow
See how you can save time by improving efficiency and reducing admin work in the new year. Download this checklist to see six top ways to improve how you manage your document workflow both internally and with clients, including: New ways to manage your document request process Automate your workflows Reduce the amount of emails […]
How to Use Request Docs to Collect Documents for Tax Returns
Collecting documents from your clients to start their tax returns can be tiresome, time-consuming, and unrewarding. That’s why SmartVault has created Request Docs – a way for you to simply and quickly request documents from your clients, then manage who has sent what in an easy-to-use dashboard. Create a request docs template – this should have […]
The Ultimate Guide to Document Management Systems
What is a document management system (DMS)? As we continue to evolve into a paperless, digital, and remote-friendly workplace, your document management strategy and system directly impact how productive and efficient your business will be. In this guide, you’ll learn: The definition of a document management system (DMS) Common types of document management systems Difference […]
The Definitive Guide To A Client Portal
Have you heard the word client portal but wasn’t sure exactly what it meant? Want to know what benefits a client portal can bring to your business? Do you understand the different options when it comes to creating a client portal? Setting up a client portal CAN be easy, if you know what you want […]
Top 10 Reasons for Estate Agents to Use a DMS
A document management system is a platform for storing and managing documents as electronic files. However, a document management system (DMS) should not be confused with simply “cloud storage” such as that you might use with a Google, Apple, or even Dropbox account – a DMS will store documents, organize them and make them accessible […]
Your Checklist to Improve Client Engagement
Now is the ideal time to prune your client base so you have the clients that your firm can truly serve best and the communication infrastructure in place to enhance the level of client service your firm provides. Think of it as a spring clean for your business. Download our checklist designed specifically for accountants […]
Credit Union Cloud Roadmap
At SmartVault, we understand your needs and concerns when it comes to digitally transforming your credit union’s operations. That’s why we created the Credit Union Roadmap to guide you through the process and actionable steps to implement a cloud-based document management and workflow solution with confidence and ease. In this ebook, you’ll learn: The importance […]
Employee Recognition: What does your program look like for the new year?
It’s easy to get stuck in an employee recognition rut using the same old tactics that don’t resonate with your team—or deliver higher levels of employee satisfaction, morale and retention. Now that the new year is here, it’s time to break with the “old school” approach and implement these “new school” ideas to recharge your […]
Quick Digital Accounting Security Assessment
Accounting firms and their staff handle a great deal of data and information on a routine basis. Much of that is personal and financial. While this information is needed to provide client services, it’s also of high value to cyber-criminals. That makes accounting professionals a prime targets for cyber attacks, especially if record keeping and […]
The Five Stages of AML Compliance
Accountants and financial professionals are part of a regulated sector for AML, as they can be easily exposed to money laundering. This is because they are seen as gatekeepers of the UK financial system and can help legitimise a fraudulent transaction; learn and identify the regulations and how to apply them to your services. What […]
Impact of COVID-19: State of Accountants Report
Download your free copy of the report today to get all of the insights including: Differences between firms who have most and least successful in their response to the pandemic How the most successful firms are handling the impact of the pandemic The technology that the most successful firms are utilizing to collaborate with their […]
Cybersecurity for Accountants
When handling sensitive data such as client tax documents, you need to be extra diligent about protecting yourself (and your clients) from scammers. This eBook will focus on specific areas of concerns for accountants, including 3 ways you can protect yourself from future attacks. Learn how to: Recognise the very real security risks we face […]
California Consumer Privacy Act (CCPA) Play-by-Play
The California Consumer Privacy Act (CCPA) aims to give California residents more control over their personal data. It went into effect on January 1, 2020. There are five new rights that consumers have been granted regarding their personal information. The CCPA Play-by-Play Book provides information that will help you learn about who the CCPA impacts, what is required of […]
Cybersecurity Workbook: How to Transition to Digital Safely
This workbook is designed to help you assess what needs to be addressed within your firm to ensure you are compliant and secure. Once you have identified any weaknesses, it will help you create an action plan to address them. As soon as you have gone through each area and implemented your change plan, you […]
How To Improve Your Accountancy Business
This eBook cover what she considers to be the four critical success factors of running a successful bookkeeping and accountancy practice: How to work out the best price for your services Standing out with your customer service How to build your confidence Deciding which systems are best for your business Note from the author: I […]
Disaster Recovery Checklist
SmartVault is based in Houston, Texas — our city and our team have been tested through various hurricanes, freezes, and floods in the last few years. Even during some of the worst disasters, we are able to continue business operations with a well-executed disaster recovery plan. We have a process in place to communicate with […]
Cybersecurity for Bookkeepers
In this eBook, we will: Recognize the very real security risks we face online as bookkeepers and our role in protecting sensitive information. Discover specific areas of concern specifically for accountants and bookkeepers, and steps we can take to lower the risks of breach. Walk away with a 3-part plan that you can implement right […]