Technology Tools for a Remote Staff – File Storage and Sharing


File storage and file sharing is a big concern for our company. Not only does staff need internal documents such as policies and procedures, but we also need to access client files, know when to reconcile their month-end, convert from one accounting software to another or any other myriad of reasons.

One of the tools we like is SmartVault. This cloud-based software allows us to store and share files online. Primarily created for accountants, the system integrates with QuickBooks, Lacerte and ProSeries, allowing easy file access for bookkeeping and tax services. The system has a version control feature that lets you revert to a previous version should you need to. Google Drive has a similar functionality, as does DropBox.

Having a cloud-based solution also provides security measures. These software providers have backups of their backups, located all across the country, protecting from fire, flood, hurricane and theft.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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