Case Study: Miller Grossbard Advisors, LLP achieves greater efficiency and secure, collaborative file sharing with SmartVault

Innovative firm anchors cloud-based platform with SmartVault to drive greater efficiency and to advance client service opportunities

Miller Grossbard Advisors, LLP (MGA) is a Houston-based full-service accounting and consulting firm with about 40 employees that needed a scalable, firm-specific technology platform to support its growing F.A.S.T. (Finance Accounting Support Team) clients and its T.A.S.C. (Technology and Strategic Consulting) practice. Facing the need to streamline collaborative workflows, securely share files across global teams (including support staff in India), integrate with QuickBooks and Intacct, and provide unlimited, secure storage, the firm set out to evaluate and assemble the right cloud-based tools.

MGA chose SmartVault as the document management cornerstone of its cloud platform for its collaborative workflow, secure link-sharing, open API, and unlimited storage. Onboarding was quick, adoption was firm-wide, and SmartVault eliminated previous security blocks while enabling faster, more intuitive client collaboration (for example, delivering a full engagement to a 19-doctor group via a single secure link). While ROI hasn’t been fully quantified, the firm reports significant time savings, better client service, and a solid foundation for future tech-stack expansion.

Miller Grossbard Advisors, LLP

Pauline Sullinger

Director of T.A.S.C.