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 […]
Resource Category: Guides & eBooks
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 […]
Age is Just a Number
While technology can sometimes be a controversial subject between different generations, don’t let your differences get in the way of great tech systems helping your business. Age is Just a Number: Tips for Technology Adoption Amidst an Aging Workforce discusses: Defining Generation Groups The effects of generational differences on business operations How to reduce the […]
Reassess Your Success for a Paperless, Productive and Profitable Practice
It’s a no-brainer, but there are some key steps for success you need to follow to get your firm ready to implement an advanced document management system. The first one is to reassess where you are at with your firm’s document management and which workflows you need to make it more efficient.
Running a business is like performing a series of balancing acts
Every business owner knows that switching from one tech vendor to another can be stressful for them, however, it can be equally as stressful for their clients. It is crucial to maintain open communication with your clients to help them prepare for the switch and make it as smooth as possible. Running a Business is […]
How to Spot and Stop Insider Breaches
Companies like Bank of America and Tesla have fallen victim to intentional insider breaches. It is essential to know how to recognize and halt these types of actions before it is too late. How to Spot and Stop Insider Breaches: 5 Tips for Ensuring the Internal Security of Your Business discusses: What an insider threat […]
How to End Document Chaos in Four Steps
However, the shift from paper to digital is still a struggle for many. And even for those who have become mostly paperless, staying productive and secure in a paperless world is not always a given. At SmartVault, we’re in the business of making you happier, more productive, and secure in the cloud. We’re here to […]
Frequently Asked Questions: What to Expect From Your SmartVault Partnership
This resource piece dives into all of the frequently asked questions we’ve been asked by users right before they made the switch.
The Busy Life of an Accountant
While you can’t wave a magic wand that adds more hours to your day, you can improve your workflow and business practices to maximize your productivity at work. Here are six incredibly simple yet effective tips for saving time today and in the future.
Transformation in the Digital Age
In order to stay competitive, companies have to be willing to put tradition aside and integrate their operations into the new digital way of doing business. Even companies in traditionally paper-heavy industries—like accounting—must now evolve with the times and enter into the digital age. This means moving away from outdated paper transactions and moving towards […]
What Does Best in Class Mean for your Business?
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 […]
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. 5 Easy Steps to Request Clients’ Tax Documents Create […]
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 […]