SmartVault B2B Case Studies & Customer Successes

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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

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Academy Securities - Customer Case Study

Academy Securities logo

Adams, Jenkins & Cheatham achieves $10,000 in labor savings and streamlined client portals with SmartVault

Adams, Jenkins & Cheatham logo

Auxilia Accounting achieves 17% annual growth and streamlined operations with SmartVault

Auxilia Accounting logo

Axel Tilit Oy achieves a completely paperless, secure mobile client experience with SmartVault

Axel Tilit Oy logo

Beneficial Bookkeeping, Inc. achieves streamlined workflow and modern client portals with SmartVault

Beneficial Bookkeeping, Inc. logo

Beyond Your Books achieves scalable, paperless cloud growth with SmartVault

Beyond Your Books logo

Blumer & Associates achieves a paperless, secure cloud workflow with SmartVault

Blumer & Associates logo

BookkeepingDirect.com achieves a paperless, secure virtual practice and stronger client trust with SmartVault

BookkeepingDirect.com logo

Brannen & Powell achieves 15% time savings and smoother tax seasons with SmartVault

Brannen & Powell logo

Casey D Lynch LLC achieves increased efficiency and client convenience with SmartVault

Casey D Lynch LLC logo

Castleton Festival achieves a paperless office and streamlined audits with SmartVault

Castleton Festival logo

Choxi achieves a paperless, secure, time-saving accounting workflow with SmartVault

Choxi logo

Cullari Carrico CPAs & Advisors achieves crash-free tax seasons and major time savings with SmartVault

Cullari Carrico CPAs & Advisors logo

Darrell Layman, CPA achieves $10,000 in annual savings and a streamlined, all‑digital tax workflow with SmartVault

Darrell Layman, CPA logo

Gary A. Kreitz CPA & Associates, Inc. achieves a streamlined, paperless practice with SmartVault

Gary A. Kreitz CPA & Associates, Inc. logo

Growthforce (outsourced bookkeeping & controller services) achieves standardized onboarding and paperless, automated workflows with SmartVault

Growthforce logo

Harshman Phillips achieves paperless, secure cloud document management with SmartVault

Harshman Phillips logo

Inform Restaurant Accounting achieves paperless, faster accounting with SmartVault

Inform Restaurant Accounting logo

Jason M. Tyra, CPA, PLLC achieves nationwide growth and a paperless, secure remote practice with SmartVault

Jason M. Tyra, CPA, PLLC logo

Karr & Boucher, PLLC achieves time savings and streamlined document management with SmartVault

Karr & Boucher, PLLC logo

Knutson CPA, PLLC achieves streamlined, secure paperless workflows with SmartVault

Knutson CPA, PLLC logo

Technology-savvy firm owner masters the transition to SmartVault

Kregel & Company logo

Lime and Company achieves rapid, paperless growth with SmartVault

Loober CPA achieves paperless, highly efficient workflows with SmartVault

Loober CPA logo

Mark Grant, CPA achieves complete virtual freedom with SmartVault

Mark Grant, CPA logo

McLoone's Restaurant achieves 75% reduction in on-premise paperwork and major time savings with SmartVault

McLoone's Restaurant logo

McWilliams & Associates, Inc. achieves secure, paperless cloud efficiency with SmartVault

McWilliams & Associates, Inc. logo

Michael J Yuda, CPA achieves a 90% tax-season efficiency boost with SmartVault

Michael J Yuda, CPA logo

Miller Grossbard Advisors, LLP achieves greater efficiency and secure, collaborative file sharing with SmartVault

Miller Grossbard Advisors, LLP logo

Mimi's Boutique and Intimates achieves paperless operations and saves hundreds of hours with SmartVault

Mimi's Boutique and Intimates logo

NoMoreRack.com achieves paperless, time-saving accounting with SmartVault

NoMoreRack.com logo

Office Management Services - Customer Case Study

Office Management Services logo

Penniwise Accounting & Tax Services achieves time savings and happier clients with SmartVault

Pescatore Cooper, PLC achieves streamlined paperless workflows and increased productivity with SmartVault

Pescatore Cooper, PLC logo

Powerful Accounting Solutions achieves secure, anytime-anywhere file access with SmartVault

Powerful Accounting Solutions logo

Preferred Small Business Solutions achieves secure automated backups and streamlined workflow with SmartVault

Preferred Small Business Solutions logo

Root & Associates achieves paperless, streamlined accounting for hospital clients with SmartVault

Root & Associates logo

Stearns Furniture achieves major time savings and a paperless workflow with SmartVault

Stearns Furniture logo

Talent Plus, Inc. achieves paperless, secure cloud document management and major time savings with SmartVault

Talent Plus, Inc. logo

Tax Matters, Inc. achieves a streamlined, automated tax workflow with SmartVault

Tax Matters, Inc. logo

Theatre Suburbia achieves 30–40% time savings and secure cloud document management with SmartVault

Theatre Suburbia logo

Truly Noble Services achieves real-time document access and proactive project control with SmartVault

Truly Noble Services logo

Woodard Consulting Group achieves greater efficiency and collaboration with SmartVault

Woodard Consulting Group logo

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