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

Entering a new and highly complex niche meant that Root needed a foolproof solution for web-based accounting and document management

Root & Associates, a boutique tax and accounting firm in Bloomington, IN led by Darren Root (CPA, CITP), faced a strategic challenge when many of its physician clients were consolidated by hospitals. To continue serving the medical niche the firm pivoted to selling centralized, paperless accounting services to hospitals and needed a foolproof, web-based accounting and document-management solution that was secure, simple to implement, and required minimal training.

They implemented SmartVault integrated with hosted QuickBooks (and ScanSnap scanning), using mapped SmartVault Drives and custom folder hierarchies for each physician group. The solution was implemented in one day with no glitches, offered desktop-like drag-and-drop access, secure cloud sharing, and reduced training needs—helping Root & Associates win the hospital account, streamline workflows, and improve client satisfaction.

Root & Associates

Darren Root

CPA, CITP