SmartVault SmartRouting Feature Optimizes Document Organization for UltraTax CS Users
This integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault.
SmartVault Corporation
The Technology Lab Podcast – Review of SmartVault – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.
Understanding Ransomware – How to protect your firm & employees from a costly cyber-attack
As employees embrace a new, flexible way of working, cyber security concerns continue to rise across the globe. Since the start of COVID-19, the FBI reported a 300% increase in cybercrime.
Power Up Your Practice
Running a successful accounting firm is like playing a game of chess. You need to start with the end in mind and plot every move thinking many steps ahead.