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eBook
Wednesday, August 7, 2024
SmartVault Accounting
From Disorganization to $150k Savings: A Tax Firm Document Management Success Story
In this eBook, Eric L. Green, Esq., founder of the Tax Rep Network, shares his exact folder structure for IRS collections and audits. These folder structures maintain consistency, helping his firm save $150,000 annually in billable time.
eBook
Monday, August 5, 2024
SmartVault Accounting
First Impressions Matter: Create an Exceptional Onboarding Process for New Tax & Accounting Clients
Acquiring and retaining clients is absolutely crucial to the success of your accounting practice. But when was the last time you thought about your onboarding process for them?
eBook
Wednesday, July 3, 2024
FincenFetch For Accounting
Growing Your Accounting Firm with the Corporate Transparency Act
This guide uses data and insights collected from over 5,000 conversations with professional services firms. With over 30 million companies still needing to file, it’s important to know where your firm stands in this emerging $7 billion filing market.
eBook
Monday, October 2, 2023
SmartVault Accounting
Is Your Written Information Security Plan (WISP) Compliant?
Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.Powered by Lead Marvels, Inc 2024