Customers

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. ...

Human Resources – Talent Plus, Inc.

Human Resources – 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 …

QuickBooks ProAdvisor – Bonnie Nagayama, CPA

QuickBooks ProAdvisor – 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 …

Nonprofit – Theatre Suburbia

Nonprofit – Theatre Suburbia

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 …

Accounting – Inform Restaurant Accounting

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, …