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Resource Topic: Artificial Intelligence (AI)

Stop Waiting on Clients to “Get Ready” for AI

Every year, tax season follows a familiar rhythm: a slow January, a hopeful February — and then a sudden compression where half your workload lands in your lap at once. Even with better tools and tighter workflows, the pattern persists: Clients drift toward email Documents arrive late Information trickles in long after it should But […]

The Tax Professional’s Guide to Talking About AI (When Clients Think It’s Risky)

AI adoption in the accounting profession is skyrocketing… but client trust isn’t keeping up. 73% of firms are already using some form of AI The global AI-in-accounting market has reached billions Yet nearly half of U.S. adults say they’re more concerned than excited about AI Your clients are forming their own opinions about AI, and […]

SmartVault for Accountants: Connect Your Entire Tax Prep Workflow

That’s where SmartVault comes in. We’re a document management and client portal platform built specifically for accounting and tax pros. We help you connect your entire tax prep workflow — from onboarding new clients to delivering final returns — all in one secure, seamless platform. Here’s what that looks like: Create custom questionnaires and document […]

The Smart Firm’s Guide to Artificial Intelligence: Solving Client Intake Problems with AI

Accounting has always been about adapting tools to manage complexity. The earliest records we have — Mesopotamian cuneiform tablets — were accountants’ way of tracking goods and labor. Fast forward a few millennia, and the challenge is the same: adopting new tools to make firms more efficient while safeguarding accuracy and trust. Artificial intelligence (AI) […]

Beyond Document Storage: How To Consolidate Your Tax Tech Stack with SmartVault

For 15 years, SmartVault has been synonymous with document management in the accounting and tax industry. And yes, we do that. But calling SmartVault “just document management” undersells what it’s become for modern tax and accounting firms: a secure, integrated platform that makes your work easier and quicker (for yourself, your teams, and your clients). […]

Open Banking, AI and the Future of Accounting

It’s 525 years since a monk called Luca Pacioli created the first written record of the double-entry bookkeeping process. Bookkeepers and accountants have been applying their numbers brain and their people skills to the problem of running businesses ever since, but it wasn’t until 1998 that the accounting industry would be changed forever by the emergence […]

5 Key Credit Union Technology Trends

The past two years have seen a pandemic-fueled acceleration of digital transformation across many industries. In the financial services sector these shifts in technology adoption have been necessary in order for service providers to keep operating while also remaining in compliance with regulatory requirements. The result has been “forced” technology adoption at a rapid pace, […]