Case Study: Preferred Small Business Solutions boosts security and efficiency with SmartVault

Preferred Small Business Solutions supports 3 remote bookkeepers with SmartVault

Preferred Small Business Solutions, a small business solutions provider, sought to enhance client service with a secure online portal for document access while also addressing concerns over unreliable data backups. They turned to SmartVault for its document storage, sharing, and client portal solution to meet these security and reliability needs.

By implementing SmartVault, the firm automated its data backups and secured its client files. The solution from SmartVault further streamlined workflows, enabling the owner to shift to a value-based billing model and easily support her remote staff, which facilitated rapid business growth without being constrained by billable hours.

Preferred Small Business Solutions