Customers

Anne Rosa, CPA

Anne Rosa, CPA

When Anne Rosa, CPA decided to launch her firm back in 1988, working paper-free wasn’t even a “thing” in the profession. Years later, realizing that there had to be a better way to serve clients and lighten the paper load, she found SmartVault and promptly moved to online file storage and sharing. She admits that …

Preferred Small Business Solutions

Preferred Small Business Solutions

Donna Olah-Reiken, owner of Preferred Small Business Solutions is always looking for ways to better serve her clients. Her goal is to consistently enhance the client’s experience by streamlining processes and supporting them with the most advanced platform. Offering client portals was one way to improve service—enabling 24/7 access to documents and the convenience of …

Accounting & Tax – Robert H Laundry CPA

Accounting & Tax – Robert H Laundry CPA

As a solo-entrepreneur, Robert (Bob) Laundry, CPA and owner of Robert H Laundry CPA is always looking for ways to operate more efficiently. His core focus is to best serve his clients—and he understands that with great service, smart technology is required. “We are a slow group [accounting professionals] to adopt technology, even though it’s …

Tax – Adams, Jenkins and Cheatham CPAs & Business Consulting

Tax – Adams, Jenkins and Cheatham CPAs & Business Consulting

While most firms focus on the power of the technology itself in explaining return on investment, Billy Johnston, CPA and office administrator at Adams, Jenkins and Cheatham CPAs and Business Consulting (AJC), expressed the firm’s great joy with SmartVault’s exemplary customer support and overall responsiveness. “For me, the biggest value is the support,” explained Johnston. …

Accounting & Tax – Grewen Inc.

Accounting & Tax – Grewen Inc.

Jim Batten, EA and successful firm owner of Grewen Inc., a full-service tax practice, could not have been more praiseworthy about the personalized support he received from SmartVault. In a world of automated customer service lines, it’s hard enough to speak to a live person, let alone a company’s CEO. But, this is exactly what …

Outsourced Accounting – Mark Grant, CPA

Outsourced Accounting – Mark Grant, CPA

Mark D. Grant, CPA and outsourced accounting firm owner, has long had a vision for his firm—to be completely virtual with the ability for he and his staff to work anywhere and at any time. Grant’s vision does not include filing cabinets, real estate, or other tethers that would keep him tied down to one …

Accounting & Tax – Nathan Coffey, EA, LTC

Accounting & Tax – Nathan Coffey, EA, LTC

When Intuit announced the sun setting of Lacerte Document Management System (DMS), Nathan Coffey, EA, LTC at Tax Matters, Inc., like many users, experienced a moment of panic. “We had just gotten up to speed on DMS and had all staff working the same way. It was upsetting when we heard that Intuit was discontinuing …

Accounting & Tax – Darrell Layman, CPA

Accounting & Tax – Darrell Layman, CPA

Darrell Layman made a bold move this year…and at the riskiest time—tax season. With a vision to significantly increase workflow efficiency, Layman transitioned his firm from a desktop document management system (Lacerte DMS) to the cloud. “I had two goals in mind,” Layman explained. “I wanted anytime-anywhere access for both firm locations, and I wanted …

Nonprofit – Castleton Festival

Nonprofit – Castleton Festival

Jack Porter, CPA and CFO of Castleton Festival, an entity dedicated to introducing young musicians and singers into the opera, can’t overstate his love for working in a digital environment. “There is no way I could do this job effectively if we didn’t have SmartVault.” Before taking on the role of CFO at Castleton in …

Food Service – McLoone’s Restaurants, Corp.

Food Service – McLoone’s Restaurants, Corp.

In the quest to find the right paperless solution, Dana Noto, IT Director for McLoone’s Restaurants, came out swinging in favor of SmartVault, “I can’t imagine working without SmartVault. It has saved us so much process time compared to handling all that paper manually.” Prior to implementing SmartVault, McLoone’s did not have a document management …