Case Study: Loober CPA achieves paperless, highly efficient workflows with SmartVault

Deborah Loober, CPA, Understands The Value Of Stellar Technology And Outstanding Customer Service

Loober CPA is a small, full‑service tax and accounting firm in Bellingham, WA (founded 1995, 2 full‑time and 2 part‑time staff) that was hindered by paper‑heavy workflows and time‑consuming manual filing. The firm needed a solution that would streamline processes, eliminate paper, and integrate directly with QuickBooks so source documents could be attached to transactions.

They implemented SmartVault after a webinar—an easy, one‑hour setup that staff adopted immediately. With SmartVault integrated into QuickBooks, Loober CPA went paperless, gained instant access to source documents, significantly boosted efficiency and client service, and continues to refine processes knowing the firm can scale its digital workflow.

Loober CPA

Deborah Loober

CPA