SmartVault Acquires SmartPath Intelligent Pricing Platform
SmartPath empowers firms to accurately present their value to clients by providing a solution to increase margins and client satisfaction.
SmartVault Corporation
SmartVault Offers New Pricing and Bundles for Accountants
SmartVault has launched its Accounting Unlimited Plan that includes unlimited usage of eSignatures, knowledge-based authentications (KBAs), storage, PDF form fills, quotes, and more.
Your Firm and Your AI: How AI Can Help with Tax Season
While many pundits in the profession claim that tax returns (read compliance) are going away, I don't think that will be true anytime soon.
The Accounting Technology Lab Podcast – Review of SmartVault and DocDown – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss SmartVault and DocDown.
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.
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.