Case Study: Castleton Festival achieves a paperless office and streamlined audits with SmartVault

Porter evolved his accounting processes further after learning that there was an even more efficient and secure way of working using SmartVault

Castleton Festival, a Virginia-based non-profit that introduces young musicians and singers to opera, faced time-consuming, paper-based accounting and cumbersome audit processes. CFO Jack Porter needed a more efficient, secure way to store, find and share financial documents to support daily transaction reviews and annual audits.

Adopting SmartVault with QuickBooks integration gave Castleton a fully digital, secure filing system with drag-and-drop file management, automated backups and responsive support. The change dramatically sped up document searches and audits, improved security and workflow efficiency—so much so that Porter says he couldn’t do his job without it.

Castleton Festival

Jack Porter

CPA, CFO