Case Study: Preferred Small Business Solutions achieves secure automated backups and streamlined workflow with SmartVault

Firm owner sleeps easy knowing that backups are automatic and data is secure

Preferred Small Business Solutions, a four-person full-service financial firm in Hoboken led by owner Donna Olah-Reiken, needed a more secure, reliable way to offer client portals and protect client data as it moved online. The firm was also looking to streamline workflows, support remote staff, and fix a weak backup process that left Donna uneasy about data security.

After seeing a SmartVault demo, Donna implemented the secure cloud document storage and portal solution. SmartVault provided automatic daily backups and strong security, which streamlined workflows, enabled remote staffing, and let the firm shift from hourly billing to fixed-fee packages (silver, gold, platinum), increasing efficiency and capacity for growth while giving Donna peace of mind.

Preferred Small Business Solutions

Donna Olah-Reiken

Owner