SmartVault Resources

We know you've got questions about the cloud, going paperless, and what it means for your business. So we've compiled some of our favorite articles, case studies, and webinars to help you make sense of it all and understand how SmartVault can help you streamline workflow, boost efficiency, and work the way YOU work.

Case Studies

Articles

Webinars

 

Featured Customer Success Stories

Scott Kregel, CPA, MST — Kregel & Company CPA With a focus on satisfying his customers, SmartVault's ease-of-use made it the right solution for Scott's firm Scott Kregel has always subscribed to a customer-centric way of doing business, which is why he remains dedicated to simplifying the customer accounting experience across the board—from document collection to final delivery. For Scott, ease-of-use and superior customer care has made SmartVault the ideal solution for both his firm and for his clients.    Read the Case Study >>

Darren Root, CPA.CITP — Root & Associates It was all about ease of use from the start — that's why SmartVault was the clear choice for 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.    Read the Case Study >>

Jason Blumer, CPA.CITP, CFE, Managing Shareholder & Chief Innovation Officer — Blumer & Associates, CPAs Jason Blumer explains the core requirement in building the ideal workflow system—choice. Blumer knew that he wanted to develop a streamlined, paperless system in his firm, but leading suites were far too expensive and didn’t allow him to pick the individual applications that worked best for him. But with a firm belief that innovation rules supreme, Blumer dismissed integrated accounting suites to develop his own network of technologies, powered by SmartVault.    Read the Case Study >>

Andrea Abel, Owner — Lime and Company To the cloud — a move that positioned Lime and Company for rapid growth. Andrea Abel knew that if her firm was going to grow, she had to ditch desktop software, paper, and several cumbersome filing cabinets. And from the moment she saw SmartVault in action at the Sleeter Conference, she knew she could make it happen easily, securely, and affordably with SmartVault.    Read the Case Study >>

Bruce Phillips, CPA & Partner — Harshman Phillips One very enthusiastic and technology-driven CPA's vision — to the cloud, and not back again! Phillips has spent a great deal of time testing and operating an advanced SaaS-based document management system for his firm...and the results are in. Bruce's firm is now securely in the cloud — enjoying a complete online document management system, sharing client files in real-time, and turning prospects into clients using SmartVault.    Read the Case Study >>

Dawn Brolin, MSA, Managing Member — Professional Accounting Solutions, LLC Dawn Brolin on making a secure and easy move to the cloud. Brolin wanted to run a true mobile firm with anytime-anywhere access to files and data—and absolutely no ties to a desktop. Impressed by exceptional data security features and ease of use, she ditched any doubts about the cloud and got on board with SmartVault.    Read the Case Study >>

To see more SmartVault success stories, visit our Testimonials pages for Accountants and Small Businesses.