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Visit WebsiteAcademy Securities - Customer Case Study
Academy Securities
Sadie Millard
Academy Securities
SmartVault
SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money. SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents, with a single, integrated document management and client portal solution.
Case Studies
Showing 43 SmartVault Customer Success Stories
Firm praises SmartVault for not only offering top-notch technology, but also for its outstanding client support
Adams, Jenkins & Cheatham
Billy Johnston
CPA
Fast-growing practice attributes part of its success with making the move to SmartVault
Auxilia Accounting
Christa Skoupy
CPA
Crossing Borders with the Cloud SmartVault Helps Finland Firm Owner Launch a Completely Paperless Operation
Axel Tilit Oy
Kimmo Jarvinen
Owner, MBA
A Sole Practitioner's Foray Into The Land Of Client Portals
Beneficial Bookkeeping, Inc.
Tina Tintle
Owner
How a Paperless Pioneer leveraged the cloud to create a high-growth virtual bookkeeping and payroll firm
Beyond Your Books
Karen Dellaripa
Principal
Jason Blumer Explains The Core Requirement In Building The Ideal Workflow System—Choice
Blumer & Associates
Jason Blumer
Founder
Tech-savvy bookkeeping firm owner credits SmartVault with further bolstering her professional image
BookkeepingDirect.com
Gabrielle Fontaine
Professional Bookkeeper
All the right moves Transition away from eFileCabinet ranks best move of the season for firm owner
Brannen & Powell
Tim Powell
EA
Firm owner charts his own course to a paperless environment one powerful and intuitive solution at a time
Casey D Lynch LLC
Casey D. Lynch
CPA
Porter evolved his accounting processes further after learning that there was an even more efficient and secure way of working using SmartVault
Castleton Festival
Jack Porter
CPA, CFO
Eliminating The Disruption Of Paper By Bringing In The Cloud
Choxi
Rohit Lalwani
Controller
Move to SmartVault eliminates system crashes during tax season and results in immense time savings
Cullari Carrico CPAs & Advisors
Jay Soojian
CPA, Member
Darrell Layman, CPA - Customer Case Study
Darrell Layman, CPA
Darrell Layman
Owner
Firm owner takes pride in moving to the cloud and fulfilling his vision to work electronically
Gary A. Kreitz CPA & Associates, Inc.
Gary A. Kreitz
CPA
An update to Growthforce's move to the cloud and the continued effort to take the work out of workflow
Growthforce
Stephen King
CEO
Checking In With Bruce Phillips On His Transition To The Cloud
Harshman Phillips
Bruce Phillips
Chief Financial Officer
Catering to restaurants Inform Accounting, works to digitize workflow, offer broader options, and add services
Inform Restaurant Accounting
Jan Walker
Owner
SmartVault helps virtual firm support tech-savvy client base with the level of security and efficiency clients expect
Jason M. Tyra, CPA, PLLC
Jason M. Tyra
CPA
SmartVault offers firm a single platform for document storage and sharing and on-demand client communication
Karr & Boucher, PLLC
James Roberge
CPA
Tremendous Growth Pushes Next-Generation Firm to Up the Technology Ante
Knutson CPA, PLLC
Lindsay Polyak
Business Manager
Technology-savvy firm owner masters the transition to SmartVault
Kregel & Company
Scott Kregel
CPA, MST, Owner
To the Cloud A Move that Positioned Lime & Company for Rapid Growth
Lime and Company
Andrea Abel
Owner
Deborah Loober, CPA, Understands The Value Of Stellar Technology And Outstanding Customer Service
Loober CPA
Deborah Loober
CPA
Progressive outsourced accounting firm owner praises the power of the cloud in supporting his vision to work where and when he wants
Mark Grant, CPA
Mark Grant
Firm Owner
Restaurant Chain Moves Documents to the Cloud and Experiences All-You-Can-Eat Convenience
McLoone's Restaurant
Kristy Hensle
CFO
QuickBooks® ProAdvisor Earns Added Pro Status in Building a Highly Efficient Cloud-based Firm
McWilliams & Associates, Inc.
Bonnie Nagayama
CPA, Owner
Hawaii-based CPA enjoys the island life while serving clients on an international scale
Michael J Yuda, CPA
Michael Yuda
CPA
Innovative firm anchors cloud-based platform with SmartVault to drive greater efficiency and to advance client service opportunities
Miller Grossbard Advisors, LLP
Pauline Sullinger
Director of T.A.S.C.
Small business owner assumes spokesperson role enthusiastically recruiting peers to the SmartVault way of life
Mimi's Boutique and Intimates
Margaret Gay
Small business owner
Eliminating the disruption of paper by bringing in the cloud
NoMoreRack.com
Rohit Lalwani
Controller
Office Management Services - Customer Case Study
Office Management Services
Eva Harvey
Owner
Firm owner sings the praises of SmartVault for helping her provide a rich client experience every time
Penniwise Accounting & Tax Services
Penni Echols
Owner
Katie Lohman, CPA, praises SmartVault for making work life easier via continuous, thoughtful system enhancements and new features
Pescatore Cooper, PLC
Katie Lohman
CPA
Dawn Brolin on making a secure move to the cloud
Powerful Accounting Solutions
Dawn W. Brolin
CPA, MSA
Firm owner sleeps easy knowing that backups are automatic and data is secure
Preferred Small Business Solutions
Donna Olah-Reiken
Owner
Entering a new and highly complex niche meant that Root needed a foolproof solution for web-based accounting and document management
Root & Associates
Darren Root
CPA, CITP
“Friendship” between SmartVault and QuickBooks translates to immense time savings for serial entrepreneur
Stearns Furniture
Latoya Jablonski
Partner
Climbing Out of the Basement and Into the Cloud
Talent Plus, Inc.
Rhonda Whitlow
Accounts Payable Coordinator
How one firm’s trust in SmartVault will lead them to a more efficient tax workflow
Tax Matters, Inc.
Nathan Coffey
EA, LTC Chief Technology Officer
'Technology Savvy' Proves a Winning Role for Nonprofit Theatre Group
Theatre Suburbia
Kris Thompson
Publicity Director
Large construction business needs immediate access to data and documents
Truly Noble Services
James Easley
President
How Woodard Consulting Group Manages Documents
Woodard Consulting Group
Joe Woodard
CEO and Founder
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