SmartVault
@SmartVault
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SmartVault is the smartest way to store, access, and share documents with a single paperless solution Get support updates here @SmartVault_Help
Houston, Texas
Joined May 2009
Unlock global potential — the world is packed with prospective clients looking for an accounting pro like you. 🌎 . Tap into the power of connection. 👉
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"The water comes pouring out of the ceiling right into my client’s filing cabinets," .@CTTaxLitigator Eric Green recalled. 😧 Eric partnered with @dawnbrolin to reconstruct the records. Watch the webinar to hear this full audit horror story:
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Learn from pro @dawnbrolin and earn CPE credit with our course on Earmark! ⭐ . You'll learn how to build a tech-driven tax practice with a seamless client experience. Register for free on #EarmarkCPE.
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Ever feel like juggling client documents and personal life doesn't align? . @dawnbrolin found the perfect balance by implementing a 'Single Source of Truth.'💡 . Discover how you can bring this harmony to your firm today. 👉 Read Dawn's full insights here!
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When you find yourself making 😫 expression because the one document you need isn't within reach — remember, with cloud-based solutions, you can access your documents anywhere, anytime 😄! . Embrace the cloud. Experience the possibilities.
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Wishing everyone a Happy 4th of July! 🇺🇸 . Have a safe and wonderful day!
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No family time, no rest, no travel. 😥 . It’s time to break free and build a firm that runs even when you're not there. @TheBalancedCPA and @nickqsinclair provide steps to create a self-sustaining practice in this free guide. 👉 Download yours:
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When The DC Firm's previous portal failed during tax season, Sandy Christiansen knew something had to change. Enter SmartVault. The results? Normal working hours, more meaningful client interactions, and enhanced security. Read their full story:
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💰 $1,500 monthly savings.📱 100% cloud access.📄 Zero paper.🔐 Bank-grade security. That's what Robert J. Paolini accomplished with SmartVault. Learn how SmartVault can help you go paperless and cloud-first, too:
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Learn from pro @dawnbrolin and earn CPE credit with our course on Earmark! ⭐ . You'll learn how to build a tech-driven tax practice with a seamless client experience. Register for free on #EarmarkCPE.
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🏖️ You're finally on vacation when. You get the call. Then the text. Then the email. "I need my W-2!" 😫. For Rhee Eliker, CPA, MBT, this was reality. Now? She simply directs clients to their SmartVault portal. ✨. Ready for peaceful vacations?
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Document storage and much, much more. 🤩 . Carolle Ryan, a Liberty Tax Services franchisee, created streamlined processes, increased client service, and accomplished much more with SmartVault. Check out her full case study!
smartvault.com
By leveraging the power of SmartVault, Liberty Tax Services was able to transform its workflows, enhance client and staff experiences, and drive cost savings.
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When tax attorney @CTTaxLitigator Eric Green implemented SmartVault, he was delivering on his commitment to secure document storage. But, it turned into something bigger. Get inspired by his story and discover how he accomplishes this in his free eBook:
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Is your firm caught up in the hassle of managing paper documents? 😐 . PK Petrykowski CPA shared the same struggle until they shifted to digital workflows. Want to pivot towards efficiency? Check out this free guide: 💡🚀
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Join us today in honoring the brave individuals who sacrificed everything for our nation. 🇺🇸 . Their courage, valor, and selflessness continue to inspire us, today and every day.
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💰 $10,000 per year saved on postage alone!. That's what William Constantine achieved after ditching the paper-heavy processes at his accounting firm. Tired of the paper shuffle? Learn how to go digital:
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Tired of dealing with bottlenecks — or worse — being the bottleneck in your firm?. @dawnbrolin found a way to keep projects moving forward, even when she's not in the office. Want to empower your team like this? Let's talk:
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👋 What would your firm do with an extra $60,000?. If you're running short on ideas, just ask Travis Tandy. How did he save it? By going with SmartVault. Read the details:
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Managing interconnected clients doesn’t have to be chaotic. With SmartVault, you can group related accounts together, giving you one-click access to the "Vault" of secondary and tertiary client accounts within one window. Read this quick blog for more:
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Celebrate Earth Day with us by championing a paperless future! 🌎 . Are you with us?. Go paperless with SmartVault: #EarthDay #Sustainability
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