SmartCenter Update

The SmartCenter Blog

Tools, tips and insights for how to manage your tax business the smart way.

SmartCenter Update
December 18, 2014

By William Hamilton

This week’s post is going to be a little different - I want to update you on our progress with SmartCenter, but before I do, I need to tell you something else…

How you’ve helped us.

Over the last 3 months since we launched this blog, our readership has grown from just 9 initial readers to now over 2,100.

I don’t say that to brag. I say it because there are so many tax professionals that share our view of the world and want to have the ultimate modern tax firm, and we’re so excited that through this blog, we’ve been able to connect with so many of you.

We put a lot of effort into trying to deliver valuable content to you each week, but none of it matters if you don’t take time out of your schedule to read our posts. We know that you are busy, and the fact that you take that time means a lot.

I really need you to know how much we appreciate it. So, on behalf of everyone on our team, thank you.

What’s been happening with SmartCenter

Since launching our blog, I’ve had countless email conversations, phone calls, and Skype meetings with tax professionals around the country (and even in Canada!) that have helped us learn what’s really happening on the front lines today in the tax and accounting industry.

Making these connections has been invaluable to our growth and development, not only as software providers, but also as members of this unique and incredible community.

For those of you that are on our invite list to try SmartCenter when we launch, thank you so much for all your patience over the last couple months.

Since we’re building this all-new version of SmartCenter from scratch, the development has taken longer than we originally expected, but that extra time has also allowed us to really dig in and spend some extra time on our most critical features.

Just one tangible example of this is our robust import feature that will allow you to import your client database from your tax software, Quick books, Outlook, or any program that can export to a CSV file.

With this extra time, we’ve been able to optimize our import process so you can import your existing clients in 3 simple steps (see screen shot below).

This is just one example of many, where we have been able to refine SmartCenter to ensure it will be the easiest and simplest practice management tool available for small firms.

We built SmartCenter because we want to make life easier for you, the tax pro. Although getting to this point has taken a lot of effort from everyone on our team, and more time than we would have liked, we’re now closer than ever to our goal.

Next Steps

You will be receiving an email from me at the very beginning of next month (right after the holidays) with instructions for how to start your free trial of SmartCenter.

I know how close we’re getting to tax season and I’m sorry that we haven’t been able to get you access sooner. We’re making great progress every single week and more important than rushing, we want to make sure all of our key functionality is ready to go before we get you started.

Once we are able to start you on a free trial, our entire team will be dedicated to helping you get everything set up so you can use SmartCenter this tax season.

With our easy to learn features and simple layout and setup, it’s still not too late! :)

Once you’re on the SmartCenter platform, we’ll continue to automatically release new features and enhancements each week as SmartCenter grows.

Thank you again from everyone on the SmartCenter team and we can’t wait to help make 2015 your best year yet!

If you have any questions, comments, or just want to say hi, I’d love to hear from you. My personal email is or you can call me directly at 800-926-5905 ext. 4.


William Hamilton, Co-Founder


About William Hamilton William is the co-founder of SmartCenter and a huge Lakers fan. All about finding ways to do things faster & better, he loves discussing anything that helps make life easier. Follow Will on Twitter - @Williamh4La