Tag Archives: smartvault

Virtual Bookkeeping Security – What You Need to Know About Dropbox

Do you share information with your clients using Dropbox? Many of us do. But in an online world where cyber-crime is advancing almost as fast as technology, there are security issues we need to be aware of since we routinely … Continue reading

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5 Quick Tips for Optimizing Your Bookkeeping Business

If you’re a freelance bookkeeper, do you feel like your capacity is at its limit and you’re struggling to figure out how you can possibly take on more clients without losing your mind? Optimizing your bookkeeping business is one of … Continue reading

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Document Management & Workflow Alternative to SmartVault?

If you are working virtually with your clients, you may have heard about the powerful and easy-to-use program called SmartVault. The following is a question sent in by a fellow freelance virtual bookkeeper regarding this type of online SaaS (software … Continue reading

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How Safe is Outsourced Bookkeeping in the Clouds?

Recently one of your fellow readers submitted an excellent question about what we face as freelance bookkeepers when working virtually (from your own office rather than on-site in the client’s office)… “I’d like to know how to address the concern … Continue reading

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The Pros and Cons of Going Paperless

It seems we are constantly hearing about how we need to “go green” and cut down on paper. They say, we “should” be turning to digital or paperless ways of handling documents. It’s just good for the planet (supposedly). But … Continue reading

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