SmartVault Success Stories

Woodard Consulting Group

"The combination of our new Fujitsu ScanScap scanners with SmartVault has made our practice much more efficient, collaborative and effective..."
Joe Woodard
Founder

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How Woodard Consulting Group Manages Documents

The Woodard Consulting Group has found a way to maximize gains on productivity and efficiency by using several of SmartVault’s integrated solutions to organize their workflow and document management processes.

The Background: This year at Scaling New Heights, Joe Woodard shared a workflow model with conference participants that utilizes SmartVault as a central document management system which fully integrates with other popular business applications and tools, including the Fujitsu ScanSnap Scanner, QuickBooks and Method CRM.

“Fellow ProAdvisors:

Before the conference starts, I would like to address you not as your conference host, but as the CEO of one of the nation’s leading QuickBooks consulting practices – and as a fellow QuickBooks ProAdvisor.

As many of you know, The Woodard Consulting Group strives to stay on the cutting edge of innovative technologies that streamline our workflow – making our organization more scalable and profitable.  Then, when a technology works well for us, we love to share that solution in hopes that we can incorporate the same benefits into your practice.

We have this type of story to tell with a technology we just recently adopted: the combination of Fujitsu’s ScanSnap technology with SmartVault’s online document management solution, and then, in turn, SmartVault’s integration with our CRM – Method – and QuickBooks.

We believe this story is especially impactful because of the strong integration between SmartVault and many of the applications and hosting providers represented on our exhibition floor.

We encourage each of you to thoroughly examine the ScanSnap/SmartVault integrated solution for your practices….and wish each of you a great conference experience! ”

– Joe Woodard

“The combination of our new Fujitsu ScanScap scanners with SmartVault has made our practice much more efficient, collaborative and effective…a ‘must have’ for any QuickBooks consulting practice.”

– Billy Estes, COO, Woodard Consulting Group

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