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eBook
Head to Head Comparison: SmartVault vs FileCabinet CS
Friday, November 15, 2024 SmartVault Accounting 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
Intuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist
Wednesday, November 13, 2024 SmartVault Accounting Discover how to boost efficiency, increase client satisfaction, and grow your practice without adding overhead.
eBook
How to Maximize Efficiency  With SmartVault and Thomson  Reuters® UltraTax CS
Thursday, October 31, 2024 SmartVault Accounting Take this self-assessment to identify how you can boost productivity with this powerful tech stack.
eBook
Head to Head Comparison: SmartVault vs FileCabinet CS
Thursday, October 24, 2024 SmartVault Accounting 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
Key Considerations For  Replacing Intuit® DMS
Tuesday, October 8, 2024 SmartVault Accounting 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
UltraTax Efficiency Hack: Replace FileCabinetCS with Modern, Reliable Tools
Tuesday, September 24, 2024 SmartVault Accounting Is FileCabinetCS slowing down your firm with crashes, limited scalability, and poor client experience? It’s time for an upgrade.
eBook
From Disorganization to $150k Savings: A Tax Firm Document Management Success Story
Wednesday, August 7, 2024 SmartVault Accounting 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
“We Doubled Our Client Base”: An Accounting Firm's Success Story
Tuesday, July 30, 2024 SmartVault Accounting 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
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Tuesday, July 25, 2023 SmartVault Accounting Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.