SMARTVAULT

Five ways to boost your accountancy business post-lockdown

As we start to look to the future and transition to a post-lockdown mindset, many accounting and bookkeeping firms are looking at ways to take their business to the next level by streamlining their workflow and becoming more efficient.

Here are five ways you can kick-start your business now, to bring success post-lockdown:

Get organised

Eliminating paper from your office and shifting to secure online storage is not enough – you will still face issues searching for documents if your file structure is unorganised. Make sure your storage solution has customisable folder structures so you can route documents to their final destination and file them automatically. This will make searching for specific documents far easier.

Create repeatable workflows

Set up automatic notifications, create templates, and establish a centralised location for all of your client information and important document. Integrating tools like DocuSign into your workflow and setting up custom templates to suit your business’ needs saves tremendous amounts of time. For example, you can simply send out a form for signature with one click, have it routed back to the correct folder, and instantly receive a notification that a document has been signed.

Add a client portal to your website

A client portal allows you, your staff and your clients to access important documents securely at any time, regardless of location. It also allows clients to send you sensitive information securely and quickly over the internet. Don’t lose valuable time because a file exists on one machine that might be temporarily inaccessible, or even worse, lost or stolen.

Integrate your softwareEnsure the platforms

you use every day communicate with each other, and avoid having to work in silos based on the software you need at that moment in time. SmartVault integrates with TaxCalc, Xero, Quickbooks and more – plus you can connect virtually any app you use to SmartVault via our print driver integration.

Set up 2-Factor Authentication (2FA)

This may not save you time immediately, however turning on 2FA reduces the risk of cyberattack by 99% - this could save you a lot of time (and money) if your computer or email was hacked and sensitive information was inadvertently disclosed. Any apps that store or process sensitive information should have the option to turn on 2FA – and if they don’t, they should!

Rated #1 secure file sharing & document storage for accountants

Streamline the way you collect source documents, organise client data and share files by using a secure, branded client portal, built for accountants and accounting firms.

In-built security and compliance

SmartVault keeps you GDPR and AML compliant, with bank-grade encryption both at rest and in-transit.

Unlimited growth

Add unlimited clients (for free!) and never experience a degraded service (common with on-premise storage) as you add clients & documents.

Automatic back-ups

You never have to worry about losing your laptop or your hard drive failing with cloud storage - we automatically back up files as soon as they are uploaded.

Automate your workflow

From collecting files from clients to eSigning within the portal and automatic filing, SmartVault helps you reach peak efficiency in as few clicks as possible.

I wouldn’t use anything else. Possibly the most seamless cloud-based solution for accountants.

Christos Liondaris | Accountant and Founder | Liondaris & Co

SmartVault helps over 20,000 accountants and businesses securely share files with over 1,000,000 clients every day. Take 15-minutes to see how we can help your practice.

20,000

ACCOUNTANTS