November 11, 2015
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
Sign in to get access to this free resource, and all of our whitepapers and reports.
Register Now Already registered? Click here to Log In
Tags: Cloud Technology, Software, Technology
Technology August 28, 2026
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
Accounting September 10, 2026
Learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters.
Technology August 27, 2026
These capabilities include Intuit Intelligence Chat, a conversational experience that uses a customer’s unique business data to deliver personalized insights, recommendations, and actions.
Firm Management August 27, 2026
Eight in 10 workers rarely or never trust leadership at their employer to make decisions with employees’ best interests in mind.
Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.