Customers

Construction & Interior Design – Penniwise Accounting & Tax Services

Construction & Interior Design – Penniwise Accounting & Tax Services

Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years…but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place …

Outsourced Bookkeeping – Growthforce

Outsourced Bookkeeping – Growthforce

In 2009, Stephen King, CEO of Growthforce shared, in detail, his journey to the cloud and how it allowed him to build his highly successful bookkeeping and controller services enterprise. In our original interview from 2009, King explained that at the time there were no outsourcing options for bookkeeping and controller tasks. He stated, “No …

Retail Sales – Stearns Furniture

Retail Sales – Stearns Furniture

Latoya Jablonski, partner in four (yes, four!) businesses, is always looking for ways to increase efficiencies with back-office processes. Stearns Furniture Co. is one of the company’s Jablonski operates with her brother, and like most retail businesses, she deals with a lot of paperwork. Before moving to an online document management and storage system, she …

Virtual Bookkeeping – Gabrielle Fontaine, PB

Virtual Bookkeeping – Gabrielle Fontaine, PB

Gabrielle Fontaine, Professional Bookkeeper and owner of BookkeepingDirect.com, launched her first firm in 1990—more than 25 years ago. Even decades prior, she had the vision to work virtually, but in the early 90’s that essentially meant working outside of the client’s office. “This was considered virtual back then,” Fontaine said. “Because software was all desktop, …

Tax & Accounting – Karr & Boucher, PLLC

Tax & Accounting – Karr & Boucher, PLLC

When Lacerte announced that it was sun setting its DMS product, leaders within the firm of Karr & Boucher, PLLC looked at SmartVault to fulfill their document management needs. Firm partner, Jim Roberge, CPA, stated, “We first looked at everything that we wanted to accomplish in terms of document management and sharing files with clients. …

Tax & Accounting – Casey Lynch, CPA

Tax & Accounting – Casey Lynch, CPA

The cloud is top of mind for many accounting professionals, and the need to move quickly into it. While cloud applications offer immense value in terms of ease of use, cost, and convenience, firm owner Casey Lynch, CPA, is still cautious in his approach. “I like to research technology before jumping in,” Lynch stated. “And …

International Accounting & Tax – Michael J Yuda, CPA

International Accounting & Tax – Michael J Yuda, CPA

Michael Yuda, CPA, thoroughly enjoys living in a tropical paradise. Who wouldn’t? His transition from California to Hawaii a few years ago was, in big part, made possible because of today’s advanced cloud technologies. After more than 25 years of owning a Los Angeles-based firm, Michael finally decided it was time for a change of …

Accounting & Tax – Pescatore Cooper, PLC

Accounting & Tax – Pescatore Cooper, PLC

When SmartVault launches a new feature, Katie Lohman, CPA with the firm Pescatore Cooper PLC, is quick to test it. In fact, a big fan of the cloud-based document management system, she praised SmartVault for its commitment to ongoing solution improvements. “I love the continual enhancements to the solution,” stated Lohman. “I feel like the …

Virtual Accounting – Jason Tyra, CPA

Virtual Accounting – Jason Tyra, CPA

Jason Tyra is on the move to corner the market on what he terms “digital currency clients.” These are the clients who operate their businesses exclusively online—and as such, are exceptionally tech savvy. Tyra, owner of Jason Tyra CPA, PLLC, also works predominately online, which is exactly how he likes it. “I try to operate …

Tax & Accounting Firm – Cullari Carrico CPAs & Advisors

Tax & Accounting Firm – Cullari Carrico CPAs & Advisors

Jay Soojian, CPA and member at Cullari Carrico LLC CPAs and Advisors recalled the chaos of tax season before SmartVault was implemented. “Our biggest issue with our previous document management system was that it just couldn’t handle a firm of our size. It crashed a lot during tax season.” A forty-plus employee firm, Cullari Carrico …