SmartVault Accounting Resources

eBook

Monday, December 9, 2024 SmartVault Accounting

Guide for Intuit Firms: Proven Strategies to Create an Engaged Client Base

Are you tired of chasing unresponsive clients and dealing with last-minute document submissions? As an accounting pro, you know the struggle of managing an unengaged client base all too well. It’s time for things to change.

eBook

Friday, November 15, 2024 SmartVault Accounting

Head to Head Comparison: SmartVault vs FileCabinet CS

Have UltraTax CS? SmartVault's UltraTax integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team.

eBook

Wednesday, November 13, 2024 SmartVault Accounting

Intuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist

Discover how to boost efficiency, increase client satisfaction, and grow your practice without adding overhead.

eBook

Thursday, October 31, 2024 SmartVault Accounting

How to Maximize Efficiency With SmartVault and Thomson Reuters® UltraTax CS

Take this self-assessment to identify how you can boost productivity with this powerful tech stack.

eBook

Thursday, October 24, 2024 SmartVault Accounting

Head to Head Comparison: SmartVault vs FileCabinet CS

If your goal is to keep your accounting practice stuck in neutral, FileCabinet CS is the perfect solution for you. They’re not even updating it anymore! But if you want to run a modern, profitable firm, SmartVault’s the clear choice.

eBook

Tuesday, October 8, 2024 SmartVault Accounting

Key Considerations For Replacing Intuit® DMS

Whether you’re transitioning to ProConnect™ Tax and need an integrated Document Management System (DMS) or seeking a better solution to pair with Intuit® Lacerte or ProSeries, now is the time to reimagine what a DMS can offer your accounting firm.

On-Demand Webinar

Tuesday, September 24, 2024 SmartVault Accounting

UltraTax Efficiency Hack: Replace FileCabinetCS with Modern, Reliable Tools

Is FileCabinetCS slowing down your firm with crashes, limited scalability, and poor client experience? It’s time for an upgrade.

eBook

Wednesday, August 7, 2024 SmartVault Accounting

From Disorganization to $150k Savings: A Tax Firm Document Management Success Story

In this eBook, Eric L. Green, Esq., founder of the Tax Rep Network, shares his exact folder structure for IRS collections and audits. These folder structures maintain consistency, helping his firm save $150,000 annually in billable time.

Case Study

Tuesday, July 30, 2024 SmartVault Accounting

“We Doubled Our Client Base”: An Accounting Firm's Success Story

This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.

White Paper