Case Study: BookkeepingDirect.com achieves a paperless, secure virtual practice and stronger client trust with SmartVault

Tech-savvy bookkeeping firm owner credits SmartVault with further bolstering her professional image

BookkeepingDirect.com is a Philadelphia-based, solo bookkeeping and consulting firm run by Gabrielle Fontaine. Having built a practice around remote work, Fontaine still struggled with paper-based workflows: collecting, returning and organizing client source documents was time-consuming, costly and made secure virtual collaboration difficult despite using QuickBooks.

In 2008 she adopted SmartVault, integrated with QuickBooks Online, to go fully paperless. SmartVault’s secure, permissioned file sharing, easy client uploads and branding improved client confidence and streamlined workflows, boosting her professional image and enabling a truly virtual, more efficient and profitable practice—so much so that Fontaine calls SmartVault indispensable.

BookkeepingDirect.com

Gabrielle Fontaine

Professional Bookkeeper