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Construction & Interior Design – Penniwise Accounting & Tax Services

Construction & Interior Design – Penniwise Accounting & Tax Services

Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years…but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place …

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Tax & Accounting – Karr & Boucher, PLLC

Tax & Accounting – Karr & Boucher, PLLC

When Lacerte announced that it was sun setting its DMS product, leaders within the firm of Karr & Boucher, PLLC looked at SmartVault to fulfill their document management needs. Firm partner, Jim Roberge, CPA, stated, “We first looked at everything that we wanted to accomplish in terms of document management and sharing files with clients. …

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Tax & Accounting – Casey Lynch, CPA

Tax & Accounting – Casey Lynch, CPA

The cloud is top of mind for many accounting professionals, and the need to move quickly into it. While cloud applications offer immense value in terms of ease of use, cost, and convenience, firm owner Casey Lynch, CPA, is still cautious in his approach. “I like to research technology before jumping in,” Lynch stated. “And …

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International Accounting & Tax – Michael J Yuda, CPA

International Accounting & Tax – Michael J Yuda, CPA

Michael Yuda, CPA, thoroughly enjoys living in a tropical paradise. Who wouldn’t? His transition from California to Hawaii a few years ago was, in big part, made possible because of today’s advanced cloud technologies. After more than 25 years of owning a Los Angeles-based firm, Michael finally decided it was time for a change of …

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Accounting & Tax – Pescatore Cooper, PLC

Accounting & Tax – Pescatore Cooper, PLC

When SmartVault launches a new feature, Katie Lohman, CPA with the firm Pescatore Cooper PLC, is quick to test it. In fact, a big fan of the cloud-based document management system, she praised SmartVault for its commitment to ongoing solution improvements. “I love the continual enhancements to the solution,” stated Lohman. “I feel like the …

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Virtual Accounting – Jason Tyra, CPA

Virtual Accounting – Jason Tyra, CPA

Jason Tyra is on the move to corner the market on what he terms “digital currency clients.” These are the clients who operate their businesses exclusively online—and as such, are exceptionally tech savvy. Tyra, owner of Jason Tyra CPA, PLLC, also works predominately online, which is exactly how he likes it. “I try to operate …

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Tax & Accounting Firm – Cullari Carrico CPAs & Advisors

Tax & Accounting Firm – Cullari Carrico CPAs & Advisors

Jay Soojian, CPA and member at Cullari Carrico LLC CPAs and Advisors recalled the chaos of tax season before SmartVault was implemented. “Our biggest issue with our previous document management system was that it just couldn’t handle a firm of our size. It crashed a lot during tax season.” A forty-plus employee firm, Cullari Carrico …

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Brannen & Powell – Working Smarter Since Switch from eFileCabinet

Brannen & Powell – Working Smarter Since Switch from eFileCabinet

Just over 6 months ago, Tim Powell decided it was time to move from the firm’s existing document storage system, eFileCabinet, to the cloud-based file storage and sharing system—SmartVault. Having experienced some major workflow issues with eFileCabinet, the move not only improved processes, but it also offered Powell the peace of mind that client documents …

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Tax Accounting – Gary Kreitz, CPA

Tax Accounting – Gary Kreitz, CPA

Gary Kreitz, CPA and owner of Gary A. Kreitz CPA & Associates, Inc. has long been a fan of the digital firm and has consistently worked to turn his practice into a streamlined digital machine. For the first few years of his tax and accounting career, Kreitz worked for a large firm where paper was …

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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 …

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