Meet 5 Awesome Accounting Pros Who Supercharged their Workflow with SmartVault

Summer is one of our favorite times here at the Vault, because we get the opportunity to go out on the road and meet some really awesome accountants who are using SmartVault to do some really awesome things. Things like going totally paperless, saving time and money, and building better relationships with their clients.

Lucky for us, my husband happens to be a videographer, so we brought him along to interview these SmartVaultphiles at Scaling New Heights! Take two minutes (literally) to get to know Dawn, Gale, Karen, Stacy, and Mahlon, and find out how their move to the cloud has transformed their firm, their workflow, and their client relationships. Big thanks to these cats for taking time out to share their stories!

If you haven’t started your free trial of SmartVault, check out our new plans designed specifically for Accountants and ProAdvisors. Or if you have a SmartVault success story you’d like to share, email me – we’d love to spread the word!