Case Study: Blumer & Associates achieves paperless, secure document management with SmartVault

Blumer & Associates streamlines 24/7 document exchange with SmartVault

Blumer & Associates, a small accounting firm led by Jason Blumer, sought to create a streamlined, paperless office. Their challenge was that leading integrated software suites were too expensive and restrictive, preventing the firm from choosing the best individual applications for their needs.

The solution was implementing SmartVault for online document management. SmartVault provided a secure, intuitive client portal for 24/7 document exchange and integrated seamlessly with QuickBooks. The firm achieved significant cost savings, eliminated up-front fees, and enhanced client relationships by using the same cloud technology. Blumer & Associates now advocates for SmartVault to its clients, offering technology consulting as a core service.

Blumer & Associates