My Perspective
M. Darren Root

  • SmartVault Releases Microsoft Outlook Plug-in…Smart!
    by M. Darren Root, CPA.CITP; Executive Editor - Thursday February 16, 2012
    SmartVault’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, 2011
    New 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, 2011
    Results 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, 2011
    XpandedReports, 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, 2011
    RightNetworks, 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...