Case Study: Mark Grant, CPA achieves complete virtual freedom with SmartVault

Progressive outsourced accounting firm owner praises the power of the cloud in supporting his vision to work where and when he wants

Mark Grant, CPA runs a five-person outsourced back-office accounting firm with remote staff across the U.S., Costa Rica and Luxembourg. His challenge was to build a completely virtual practice—no offices or filing cabinets—while securely sharing year‑round accounting documents with clients and third parties and integrating with QuickBooks.

By implementing SmartVault with QuickBooks Online and other cloud tools, Grant set up permissioned folders, guest links and a slick mobile workflow that simplified what could have been a highly complex document‑sharing process. The result was a streamlined, secure virtual operation that improved client and auditor access, attracted top talent (he maintains a hiring waiting list), and gave him the flexibility to run the business from anywhere.

Mark Grant, CPA

Mark Grant

Firm Owner