SmartVault Accounting
Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!
Resources from SmartVault Accounting
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Wednesday, August 7, 2024 SmartVault AccountingFrom 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.
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Monday, August 5, 2024 SmartVault AccountingFirst 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?
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Tuesday, July 30, 2024 SmartVault Accounting“We Doubled Our Client Base”: An Accounting Firm's Success Story
This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.
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Tuesday, December 12, 2023 SmartVault AccountingDemystifying Cybersecurity and Compliance
In this on-demand webinar, you’ll get up to speed on cybersecurity basics and compliance mandates as SmartVault CISO and former cybercrime officer, Luke Kiely, demystifies cybersecurity’s core concepts. You’ll gain a foundation of understanding so you can protect your business.
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Wednesday, October 25, 2023 SmartVault AccountingHow to Evolve Your Tax Firm into a CAS Practice
Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
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Monday, October 2, 2023 SmartVault AccountingIs Your Written Information Security Plan (WISP) Compliant?
Use this checklist to ensure your Written Information Security Plan (WISP) complies with federal requirements.
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Tuesday, July 25, 2023 SmartVault AccountingThe Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.