SmartVault

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! 🎉

New Year, New Way to Work! 🎉 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

Wishing you and yours a bright holiday season filled with joy and peace. ✨

Let's say peace out ✌️to 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

Even during busy tax season — and with more clients than ever — John Coleman never had to miss his kids' baseball games or practices. ⚾ How does adding clients but not missing out on precious family moments sound to you? Discover their path to success: bit.ly/3OI5gak

Wishing you all a wonderful Thanksgiving filled with happiness and good company!

💡 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

👋 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

Today, we’re sending our heartfelt thanks to all veterans for your service and sacrifice. We appreciate you! 🇺🇸

✨ 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. 👉 bit.ly/3VvcPVv

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

✨ SmartVault for Intuit ProConnect Tax is here — 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

🚨 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. 😬 Read how Eric responded. bit.ly/4g6H3GJ

🤔 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

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. earmark.app/c/2105

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? 👇 bit.ly/3ZNzNc7

📣 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

🎯 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! ⚾ Learn more about their success journey: bit.ly/3OI5gak

Cut phone time by 75% 👏 This impressive result highlights what's possible when you empower your clients with the right tools. 👉 Get your free copy of "The CPA's Guide to Creating an Engaged, Cooperative Client Base": bit.ly/3D5vBwA

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. earmark.app/c/2105