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Resources
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On-Demand Webinar
Tuesday, September 24, 2024 SmartVault AccountingUltraTax 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 AccountingFrom 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. -
eBook
Monday, August 5, 2024 SmartVault AccountingFirst Impressions Matter: Create an Exceptional Onboarding Process for New Tax & Accounting Clients
Acquiring and retaining clients is absolutely crucial to the success of your accounting practice. But when was the last time you thought about your onboarding process for them?
About SmartVault Accounting
Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!
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600 N Shepherd Dr Suite 305, Houston, TX 77007
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