Customers
Rohit Lalwani, Controller – 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 ...
James Easley – Truly Noble Services
James Easley decided years ago that he needed to embrace technology to better manage all aspects of his construction business—enter SmartVault and Results... and the rest is history! ...
Tina Tintle – Beneficial Bookkeeping, Inc.
After hitting the glass ceiling at a previous firm, Tina Tintle launched her own practice, knowing that there would be a lot of work involved, including identifying and implementing the right technology. SmartVault offered an exceptionally easy-to-use document management solution and all the benefits that come with portals... allowing her to run her firm her way, ...
Video: Jennifer Katrulya, Managing Partner – BMRG, LLC
Live from Scaling New Heights, Jen Katrulya tells us what she loves about SmartVault,and why she's extra stoked about the new integration with Shoeboxed.com! ...
Video: Lee Brechner – Pinpoint Bookkeeping Solutions
Ask Lee what his favorite thing about SmartVault is, and he'll tell you about what he calls our "secret weapon"... our customer care team, dedicated to ensuring customer success from the word "go." We're pretty sure Lee has his customer hero (Himanshu) on speed dial! ...
Video: Diana Fields – Fields Bookkeeping Services
Diana Fields of Fields Bookkeeping Services tells us what life was like before SmartVault... and how going paperless and moving to the cloud has revolutionized her workflow, and helps her work smarter instead of harder. ...
Video: Coral McGuire, CPA – Sacramento Accounting Solutions
Live from the show floor at the Scaling New Heights conference, Coral McGuire talks about the power of using SmartVault with ScanSnap and QuickBooks to store and share files with clients. She went from spending time and money driving to and from client offices to dropping a scanner off once, and working virtually with her clients from then on! ...
Video: Star Lanigan, CPA – Star Lanigan & Associates, LLC
Star Lanigan chose SmartVault because she got great customer service, and quick response from the SmartVault team from the start. Since implementing the service, she says she's been able to grow her business by hiring remote employees, and has gone from a one-man show to a team of five, thanks to SmartVault ...
Joe Woodard – Woodard Consulting Group
This year at Scaling New Heights, Joe Woodard shared a workflow model with conference participant that utilizes SmartVault as a central document management system which fully integrates with other popular business applications and tools, including the Fujitsu ScanSnap scanner, QuickBooks, and Method CRM. ...
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. ...
