Case Study: Blumer & Associates achieves a paperless, secure cloud workflow with SmartVault

Jason Blumer Explains The Core Requirement In Building The Ideal Workflow System—Choice

Blumer & Associates is a small, full-service accounting and CoreCloud technology consulting firm in Greenville, SC (founded 1997) that needed a streamlined, paperless workflow but found traditional integrated suites too expensive and inflexible. Founder Jason Blumer insisted on “choice” — the ability to pick best-of-breed cloud apps that support online client accounting and anytime access while keeping costs and licensing manageable.

The firm implemented a cloud stack centered on SmartVault alongside hosted QuickBooks, Xero and ScanSnap, giving secure, intuitive document management, client portals and seamless QuickBooks integration. The result was an all-digital, highly efficient practice with faster deployments, lower costs, happier staff and clients, and stronger advisory services as Blumer now consults with clients on the same cloud tools he uses.

Blumer & Associates

Jason Blumer

Founder