Customers

Darren Root, CPA.CITP — Root & Associates

Darren Root, CPA.CITP — Root & Associates

When Root & Associates set out to target a new and highly complex niche, they knew they needed a foolproof solution for web-based accounting and document management. After researching many options, SmartVault was the clear choice, with ease of deployment, minimal learning curve for his staff, and little to no business interruption to his clients. ...

Talent Plus, Inc.

Talent Plus, Inc.

Talent Plus, Inc. is a prominent international talent assessment business—so prominent, in fact, that it has a road named after it: Talent Plus Way. The company applies tested and proven scientific methodologies to help clients properly select talent and maximize human potential. In business since 1989, and with offices in Nebraska and Singapore, Talent Plus …

Bonnie Nagayama, CPA

Bonnie Nagayama, CPA

Bonnie Nagayama, CPA and owner of McWilliams & Associates Inc., has always taken a proactive stance on improving her firm’s technology infrastructure. In the early days, she and her staff relied on VPN to access firm data and files from various remote sites. Today, she is a full-fledged cloud warrior, having implemented SmartVault and QuickBooks …

Theatre Suburbia – Nonprofit

Theatre Suburbia – Nonprofit

There’s no doubt that the theatre is among the top professions with traditionally paper-heavy operations. Scripts, playbills, stage manager notes, costume and prop inventories, and publicity materials are just a few examples of documents required to support productions. And no one knows this better than Theatre Suburbia Publicity Director, Kris Thompson. “There’s so much that …

Inform Restaurant Accounting

Inform Restaurant Accounting

Exclusively serving restaurants has allowed Inform Restaurant Accounting to build specialized expertise in their niche, and stake their claim in the food services industry. Unfortunately, it has also exposed the firm to piles of paper that flow in on a weekly basis from restaurant clients. “Restaurants produce an immense amount of paper,” explained Carin Dykzeul, …

Lindsay Polyak – Knutson CPA, PLLC

Lindsay Polyak – Knutson CPA, PLLC

The firm of Knutson CPA, PLLC has always stayed on top of technology trends—implementing powerful solutions to ensure streamlined internal processes and elevated productivity. And while a highly efficient work environment is key to the business model, firm leaders are clear that the ultimate goal behind maintaining an advanced technology platform is to provide the …

Deborah Loober, CPA

Deborah Loober, CPA

Deborah Loober’s journey from a paper-heavy to a paperless office began a few years ago after attending a SmartVault webinar, hosted by CPA Practice Advisor. Loober wanted to streamline workflow in order to increase efficiency firm wide, and getting rid of paper copies and eliminating manual filing was a big part of accomplishing this major …

Rohit Lalwani, NoMoreRack.com

Rohit Lalwani, NoMoreRack.com

When Rohit Lalwani took over nomorerack.com’s accounting, his main objective was to lose the paper and gain the flexibility that comes with working in a digital, integrated environment ...

Scott Kregel – Kregel & Company CPA

Scott Kregel – Kregel & Company CPA

Scott Kregel has always subscribed to a customer-centric way of doing business, which is why he remains dedicated to simplifying the customer accounting experience across the board—from document collection to final delivery. ...

Jason Blumer & Associates, CPAs

Jason Blumer & Associates, CPAs

Blumer knew that he wanted to develop a streamlined, paperless system in his firm, but leading suites were far too expensive and didn’t allow him to pick the individual applications that worked best for him. But with a firm belief that innovation rules supreme, Blumer dismissed integrated accounting suites to develop his own network of technologies, powered by SmartVault. ...