Daniel Fritz, Shares SmartVault's Passion for Supporting Accounting Practices

The DM Disruption Podcast with Dawn Brolin, CPA, CFE

Daniel’s Story and Motivation

Daniel begins the conversion by sharing his experiences as a new graduate, and how his first boss, Nancy Ward, was the catalyst to help him actively pursue his personal and professional goals. He talks about his current professional goals being improving his team and scalability. He also shares that he finds joy when those around him also achieve success, and love what they do. 

SmartVault and Going Paperless

Dawn discusses her admiration for SmartsVaults ability to secure and hold important tax documents, and how many accountants operate completely paperless now.

Daniel also talks about how SmartVault’s goal is to go completely paperless, and how they are on the cusp of doing so. Daniel shares that over 1.5 million CPAs use SmartVault’s services, and how they had over 13,000,000 documents that were uploaded and processed through their service.

Dawn also expresses her appreciation for SmartVault, as they are alway striving to integrate with new programs and software, and their growth as a company has never been static.

SmartVault’s Integration, Current Changes, and Company Growth

Daniel begins by talking about how SmartVault has completely redesigned their entire billing system to allow them to bill in local currency. He also talks about DocuSign’s new subscription based model that is more affordable than their DocuSign counterparts. And lastly, he discusses revamping their UI in their web portal and other programs.

Dawn also shares how SmartVault makes communication between her and client easy, and makes sure she can do her job efficiently and efficiently as a practitioner.

Daniel adds how SmartVault becomes your central document depository; practitioners and clients are able to access all of their documents quickly and securely. 

Importance of Outsourcing and SmartVault’s Flexibility

Dawn also talks about how important it is to outsource tasks to companies who specialize in them; you can’t do everything in accounting, so stick to the things you like doing, and outsource the ones you don’t.

Daniel talks about the flexibility of SmartVault, and how they take into account what their clients want and need. They also keep in mind that accountants aren’t the only clients they serve, and are always striving to make their program more accessible to businesses of all types and sizes.

Today Not Tomorrow

Daniel talks about his experience as a salesman, and how many relationships he established back then, he still has today. He also shared another former boss’s valuable advice of TNT, today not tomorrow, and shares that SmartVault strives to maintain that value as well.

Dawn agrees with Daniel, and expresses how important it is to implement knowledge you learn in your firm today! Not only will this allow you to help your clients gain success, it will also help you achieve your personal goals.

SmartVault and Their New Developments

Daniel talks about SmartVault’s past operations, and how they needed someone on the inside to directly oversee new product development. They onboarded Daniel to try and implement these changes, and he shares how they have scaled their team from just 2 developers, to now 7 developers, and a team of 15 people. He talks about how they made small changes at the beginning of 2020 to cut ambiguity and increase efficiency.

He talks about how they are so close to developing a well-oiled machine, and now they are focused on slowing down, taking their time, and implementing more automation to make their workflow more streamlined.

Daniel’s Personal Motivation

Daniel credits his wife for his personal motivation, and shares how her intellectual guidance has been crucial for his success. He also talks about being inspired by his Dad’s work ethic, but also the devotion to his family. 

Find Dawn Brolin’s Latest Book, The Designated Motivator for Accounting Professionals, on Amazon! https://amzn.to/30yuy5a

Connect with and Follow Dawn Brolin!

Instagram - https://www.instagram.com/thedesignatedmotivator/

Subscribe to Dawn on Youtube - https://www.youtube.com/channel/UCp1-iSp6a94UZ-xkg_LpxAA

Check our her Website - www.dawnbrolin.com

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