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

A Sole Practitioner's Foray Into The Land Of Client Portals

Beneficial Bookkeeping, a sole-practitioner bookkeeping and QuickBooks support firm in Huntington Beach, CA, was founded by Tina Tintle in 2003 after hitting a glass ceiling at a prior employer. As her client base grew she needed a technology infrastructure that would improve internal efficiency, meet client expectations for secure online access, and help her present a more professional, scalable image.

Tintle implemented SmartVault client portals—an easy-to-brand, quick-to-train cloud document management solution—and launched with minimal disruption. The portals delivered secure, link-based document access, cut down on faxing and mail, streamlined workflow with simple uploads, and boosted productivity and professional image, allowing her to offer big-firm services while maintaining a personal client relationship.

Beneficial Bookkeeping, Inc.

Tina Tintle

Owner