Ohio CPA Knowledge Hub

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.

eBook

Monday, August 5, 2024 SmartVault Accounting

First 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?

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.

On-Demand Webinar

Tuesday, December 12, 2023 SmartVault Accounting

Demystifying Cybersecurity and Compliance

In this on-demand webinar, you’ll get up to speed on cybersecurity basics and compliance mandates as SmartVault CISO and former cybercrime officer, Luke Kiely, demystifies cybersecurity’s core concepts. You’ll gain a foundation of understanding so you can protect your business.

White Paper

Wednesday, October 25, 2023 SmartVault Accounting

How to Evolve Your Tax Firm into a CAS Practice

Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.

eBook