Case Study: Woodard Consulting Group achieves greater efficiency and collaboration with SmartVault

How Woodard Consulting Group Manages Documents

Woodard Consulting Group, a leading QuickBooks consulting firm, needed a way to streamline document workflow, improve collaboration, and scale operations while maintaining profitability. The firm presented this challenge at Scaling New Heights, emphasizing the need for a centralized, integrated document-management approach that works with their existing tools.

They implemented Fujitsu ScanSnap scanners with SmartVault as the central document-management system, fully integrated with QuickBooks and Method CRM. The result was noticeably higher efficiency, better team collaboration, and a more scalable, effective practice.

Woodard Consulting Group

Joe Woodard

CEO and Founder