Joined May 2009
- Tweets 4,174
- Following 856
- Followers 1,961
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1,241 Photos and videos
Jan 1
Ringing in the New Year with gratitude!
Thanks to our wonderful customers, partners, and team for making 2025 so awesome. We're looking forward to another year filled with success, growth, and exciting opportunities!
From all of us at SmartVault, Happy New Year! π
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26 Dec 2025
New Year, New Way to Work! π
Whether your resolution is to cut costs, go paperless, or get organized before tax season hits, there's still time to make it happen!
Get started: bit.ly/3ZsisoH
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23 Dec 2025
Wishing you and yours a bright holiday season filled with joy and peace. β¨
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10 Dec 2025
Let's say peace out βοΈto the old ways of papercuts and postage.
...And let's make clients, staff, and the environment happy by going digital.
Ready for a paperless 2026? Get started today: bit.ly/4irb85g
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3 Dec 2025
Even during busy tax season β and with more clients than ever β John Coleman never had to miss his kids' baseball games or practices. βΎ
How does adding clients but not missing out on precious family moments sound to you? Discover their path to success: bit.ly/3OI5gak
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27 Nov 2025
Wishing you all a wonderful Thanksgiving filled with happiness and good company!
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21 Nov 2025
π‘ Firm saves $150,000 annually with streamlined processes...
@CTTaxLitigator Eric Green implemented SmartVault and got more than he anticipated. It had impacts across his entire firm beyond security and compliance.
Ready to achieve similar results? bit.ly/3BokPAX
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12 Nov 2025
π What would your firm do with an extra $60,000?
If you're running short on ideas, just ask Travis Tandy what he did with the money he saved since implementing SmartVault.
Read his story: bit.ly/3VtiYS6
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11 Nov 2025
Today, weβre sending our heartfelt thanks to all veterans for your service and sacrifice. We appreciate you! πΊπΈ
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1 Nov 2025
β¨ What does exceptional client experience look like?
Give them the convenience of a 24/7 secure portal.
Deliver peace of mind with bank-grade security.
Make document eSigning and sharing seamless.
See what else SmartVault can do for your clients. π bit.ly/3VvcPVv
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11 Oct 2025
We asked @dawnbrolin to share her candid thoughts about managing her practice while keeping her team and clients happy.
Ready to have SmartVault at your firm? Schedule a demo: bit.ly/49y15Yb
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7 Oct 2025
β¨ SmartVault for Intuit ProConnect Tax is here β the only document management system and client portal built directly into ProConnect.
SOC 2 Type 2 compliant platform that's trusted by 18,000 Intuit users and over 3 million people worldwide today.
bit.ly/4gXi3Tw
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1 Oct 2025
π¨ Disaster strikes when you least expect it...
"Water came pouring from the ceiling, turning my client's documents into paper mache," shares @CTTaxLitigator. Even worse? The client was being audited. π¬
Read how Eric responded. bit.ly/4g6H3GJ
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24 Sep 2025
π€ Ever wonder why some accounting firms have such highly engaged clients while others struggle with chaotic, last-minute document submissions?
The right tech is a must... and so are the right processes. Here are what pros recommend: bit.ly/3D5P14h
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19 Sep 2025
Learn from pro @dawnbrolin and earn CPE credit with our course on Earmark! β
You'll learn how to build a tech-driven tax practice with a seamless client experience. Register for free on #EarmarkCPE. earmark.app/c/2105
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17 Sep 2025
There's no successful firm without happy clients.
Sandy Christiansen found that SmartVault helped them deliver what modern clients expect: quick, accurate, and efficient collaboration.
Want to learn how to keep clients coming back? π
bit.ly/3ZNzNc7
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10 Sep 2025
π£ It's truly rewarding when our clients discover unexpected value in SmartVault!
Rhee Eliker, CPA initially chose SmartVault to securely deliver tax returns, but she didn't expect how much time and money she'd save too.
Learn more about SmartVault: bit.ly/3VqZjm3
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3 Sep 2025
π― Scaling a business requires strategic changes.
For John Coleman, upgrading their DMS was the change they needed. Now with streamlined workflows, John never misses his kids' games - even during tax season! βΎ
Learn more about their success journey: bit.ly/3OI5gak
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27 Aug 2025
Cut phone time by 75% π
This impressive result highlights what's possible when you empower your clients with the right tools.
π Get your free copy of "The CPA's Guide to Creating an Engaged, Cooperative Client Base": bit.ly/3D5vBwA
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25 Aug 2025
Learn from pro @dawnbrolin and earn CPE credit with our course on Earmark! β
You'll learn how to build a tech-driven tax practice with a seamless client experience. Register for free on #EarmarkCPE. earmark.app/c/2105
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