Blog Archives
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SmartVault Debuts in Intuit AppCenter
By M. Darren Root, CPA.CITP; Executive Editor - Tuesday March 12, 2013From Darren's "My Perspective" blog. SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter. The integration allows QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online—supporting a completely digital and collaborative accounting workflow. SmartVault shared with us a few key features of the integration, including the ability to: Attach and view files directly to entries in QuickBooks Online Increase efficiencies in workflow with a built-in electronic Inbox View files instantly in a browser without having to download files initially Access... -
SmartVault Integrates with QuickBooks Online—Fantastic!
By M. Darren Root, CPA.CITP; Executive Editor - Wednesday December 5, 2012From Darren's blog, My Perspective . The awaited SmartVault integration with QuickBooks is now available—allowing QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online. This is great news for firms because the integration supports a completely digital and collaborative accounting workflow. Eric Pulaski, founder and CEO of SmartVault, stated, “QuickBooks Online is experiencing record growth as small businesses are looking to adopt an online accounting system that gives them access to their data whenever they need it. Integrating that availability with anytime-anywhere access to source documents delivers a true paperless office and literally... -
New River Innovation Releases Web-based IRS Research Application—Beyond415Guidance
By M. Darren Root, CPA.CITP; Executive Editor - Wednesday October 17, 2012From Darren's CPA Practice Advisor blog: My Perspective. Just this week, a new cloud-based IRS “research center” application was released to the tax and accounting profession—Beyond415 Guidance. The stand-alone app from New River Innovation offers practical and up-to-date guidance for resolving issues after tax filing. Product features include searchable guidance that covers individual, business, and payroll areas of IRS practice and procedure. The company’s cofounder, Jim Buttonow, CPA and IRS expert, explained, “Based on feedback from hundreds of firms, we know that practitioners require a practical and easy-to-navigate research tool for IRS practice and procedure. Instead of sifting through outdated books or searching... -
Transitioning from Technician to Business Leader: The First Step in Becoming a Next Generation Accounting Firm
By M. Darren Root, CPA.CITP; Executive Editor - Wednesday June 27, 2012This is a topic I wished someone had presented to me before I launched my own practice. Working as a technician means you are only capable of working ‘in’ your firm. As a true business leader, you master the ability to work ‘on’ your firm at a higher level—growing the business and managing people effectively. I began my career as a technician, but learned that this mode of working would never allow for any balance between my professional and my personal lives. When I started my small firm, I knew how to execute tax returns and financial statements, and believed that this was all it took to run a profitable firm. Over the next few years, I grew my practice to include more than 20 employees, yet found myself often working seven... -
Results CRM and Citrix Sharefile Announce Integration – The Innovation Continues…
By M. Darren Root, CPA.CITP; Executive Editor - Friday June 1, 2012As vendors continue to work together to integrate applications, it offers accounting professionals more choices as they develop their internal systems. The latest integration between Results CRM and Sharefile is a good example of the innovation taking place in the profession. Integration of Results and the Sharefile service enables users to send, receive, sync, and share large files anytime and from anywhere—and all within a highly secure space. It offers users an effective cloud-based document management solution in addition to existing Results document management options. Results users can scan, upload, and attach documents to any Results CRM contact, activity, sales opportunity, or project and then attach documents from within... -
SmartVault Releases Microsoft Outlook Plug-in…Smart!
By M. Darren Root, CPA.CITP; Executive Editor - Thursday February 16, 2012SmartVault’s latest service enhancement is a biggie—the SmartVault Plug-in for Microsoft Outlook . The plug-in allows users to leverage the convenience of email and SmartVault’s compliant solution for sharing documents. What this means for accounting professionals is an integrated solution for sending, receiving, and managing documents securely inside of Outlook without having to change the way you work. The SmartVault Plug-in creates secure links for sending files and embeds them in email messages, instead of attaching documents to emails. With the plug-in, accountants can use email to share files securely and remain in compliance with federal Internal Revenue Code regulations and state privacy laws. The use of links also makes it... -
The New Release of Beyond415...a Homerun
By M. Darren Root, CPA.CITP; Executive Editor - Tuesday November 29, 2011New River Innovation, developers of the IRS response solution Beyond415, recently announced major enhancements to the system. Among the long list of upgrades are a new user interface and built-in CPE-certified courses. Other powerful new features were implemented based on user feedback and the company’s focus on offering a solution that supports better year-round service to a firm’s clients. Core enhancements to the current release of Beyond415 include: Three free CPE credits with NASBA-certified courses on post-filing IRS practice and procedure. Free IRS Reference Account that features a comprehensive IRS contact directory and unlimited access to the Expert Community. Significantly enhanced user interface, including quick search... -
Results CRM Announces Major Release – A CRM for Your Clients
By M. Darren Root, CPA.CITP; Executive Editor - Monday November 14, 2011Results Software was in attendance at the recently wrapped Sleeter Conference in Las Vegas…and there was much to tell. Within the past few days, the company released the 2012 version of their CRM (client relationship management) Business Suite—both the desktop and web-based versions. The application is an exceptionally robust CRM tool that integrates with several powerful applications, including Cloud-based SmartVault online document management system, QuickBooks, Outlook, and Constant Contact. Results is one of the leading CRM systems for businesses across multiple industries—and represents another proven and tested tool that consultants can recommend to clients to help them improve operational efficiency. Some of the 2012... -
XpandedReports and SmartVault Integration - Another Step in the Right Direction
By M. Darren Root, CPA.CITP; Executive Editor - Tuesday September 13, 2011XpandedReports, developers of the browser-based reporting add-on application which integrates with QuickBooks, recently announced smart integration with SmartVault, providers of Cloud-based document storage and file sharing solutions. Integration between systems leverages XpandedReports and SmartVault’s bi-directional integration with QuickBooks to deliver a single, streamlined solution that shares a single document management platform. For users, this means that they can save reports directly to SmartVault from XpandedReports and share reports with others easily and securely. For firms that have invested in Cloud solutions, this integration offers another option to "connect" advanced web-based solutions and create streamlined systems... -
QuickBooks Enterprise Solutions Has Moved into the Clouds with the Help of RightNetworks
By M. Darren Root, CPA.CITP; Executive Editor - Monday August 1, 2011RightNetworks, the leading provider of QuickBooks hosting, is the exclusive hosting provider of Intuits most sophisticated business management software, QuickBooks Enterprise Solutions. Now, users have remote access to their software, hassle free software maintenance, and ongoing data protection with nightly back-ups. Your clients can easily access their files 24/7 from any location with an internet connection. Once connected, the applications will be ready to use just as if they were running on a PC. This new internet-based service means RightNetworks will take care of installing, maintaining, and updating QuickBooks Enterprise Solutions. Here’s a rundown of the highlights: Anywhere, anytime access to your applications and...
