Case Study: Kregel & Company strengthens secure client file sharing with SmartVault

Technology-savvy firm owner masters the transition to SmartVault

The accounting firm Kregel & Company, operated by Scott Kregel, needed a more secure and intuitive document management system to replace their use of insecure email for sharing sensitive client files. This technology-savvy firm sought a cloud-based portal solution from vendor SmartVault to better serve their clients across multiple states.

By implementing SmartVault, the firm gained a secure client portal for file sharing and storage. The owner utilized SmartVault's extensive online support library to lead the transition successfully. The solution significantly enhanced security and client accessibility. As a result, the firm is now enforcing 100% client compliance with the portal system and is planning a further upgrade to SmartVault's Connected Desktop.

Kregel & Company

Scott Kregel

CPA, MST, Owner