Customers

Accounting – Adams, Jenkins and Cheatham CPAs & Business Consulting

Accounting – 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 …

Accounting – Kimmo Jarvinen, MBA

Accounting – Kimmo Jarvinen, MBA

Kimmo Jarvinen opened his full-service accounting firm, Axel Tili – ja Controllerpalvelut (Axel), in 2014. From the start, he was determined to launch an all-digital operation. “As a start-up company, I had the opportunity to design operations from the ground up, and I wanted to be completely paperless. Working in an electronic environment is far …

Retail – Mimi’s Boutique and Intimates

Retail – Mimi’s Boutique and Intimates

Working in retail, Margaret Gay, owner of Mimi’s Boutique and Intimates knows all too well the issues that come with paper overload. “In my business, you are inundated with paper every day. It takes over, and before you know it, you have piles and piles of storage boxes.” Margaret initially heard about SmartVault from a …

Accounting – Root & Associates

Accounting – 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. ...