SmartVault Corporation

Column: Small Business Tech Advisor

Feature lets users stay in Outlook while securely sharing and managing files.

866-674-6785 www.SmartVault.com   2012 Overall Rating 4.75   Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or […]

The Sleeter Group awards the Awesome Add-Ons each year to products that aid small businesses and their accounting firms by providing enhanced capabilities that integrate with small business accounting systems.

Like many others, before launching her own practice — Lime & Company — Andrea Abel worked for other firms. During this time, she enhanced her practitioner skills while also gaining valuable insight into what it takes to run a successful business.

From Finding Their Legs to Finding a Distinct Niche Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville! Katrulya, like many firm owners, did her time in the world of public accounting and corporate offices. “I left my last firm in 2004 to start my own practice,” she recalled.

Awards Recognize Programs That Enhance QuickBooks

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