Case Study: BookkeepingDirect.com goes fully virtual with SmartVault

BookkeepingDirect.com goes fully virtual in 30 years with SmartVault

BookkeepingDirect.com, a bookkeeping service owned by Gabrielle Fontaine, faced the challenge of operating a fully virtual, paperless practice. The owner struggled with the inefficiency and cost of physically sharing paper source documents with clients and sought a technology solution to achieve her long-term goal. The vendor SmartVault provided its cloud-based document management system to address this.

SmartVault's solution offered a secure client portal integrated with QuickBooks, which eliminated paper handling and enabled seamless digital document sharing. The result was that BookkeepingDirect.com successfully transformed into a fully virtual operation. The owner stated that SmartVault became as critical to her workflow as QuickBooks Online, declaring the practice could not be efficient or profitable without it.

BookkeepingDirect.com