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 Enterprise […]
Resource Category: Case Studies
Loober CPA
Deborah Loober’s journey from a paper-heavy to a paperless office began a few years ago after attending a SmartVault webinar, hosted by CPA Practice Advisor. Loober wanted to streamline workflow in order to increase efficiency firm wide, and getting rid of paper copies and eliminating manual filing was a big part of accomplishing this major goal. “I […]
Truly Noble Services
Prior to implementing advanced solutions, Easley relied on spreadsheets and manual processes to operate his business. James Easley, President of Truly Noble Services, had a clear vision of how he wanted to operate the company—and it did not include spreadsheets. “I always knew that we needed to make better use of the technology available in […]
Blumer & Associates
Blumer knew that he wanted to develop a streamlined, paperless office 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 No one understands the importance of “choice” more than Jason Blumer. Over the years, he has identified several advanced cloud applications and […]
Lime and Company
Concerned with the high cost of technology and IT support, Abel wasn’t sure how she would ever be able to operate her own firm…and then came the Cloud Like many firm owners, Andrea Abel, principal of Lime & Company, started her career working for other firms—both private and public. During this time, she enhanced her […]
Beneficial Bookkeeping, Inc.
After hitting a glass ceiling at a previous firm, Tina Tintle launched her own practice, building a technology infrastructure that allowed her to run her firm her way… efficiently. Tina Tintle, owner of Beneficial Bookkeeping Inc., has been in the business of helping clients thrive in their given industry by providing accurate and timely financial […]
Tax Matters, Inc.
When Intuit announced the sun setting of Lacerte Document Management System (DMS), Nathan Coffey, EA, LTC at Tax Matters, Inc., like many users, experienced a moment of panic. “We had just gotten up to speed on DMS and had all staff working the same way. It was upsetting when we heard that Intuit was discontinuing it,” Coffey explained. […]
Powerful Accounting Solutions
Powerful Accounting uses SmartVault’s secure file sharing portal to complete their journey to the cloud The Challenge Dawn W. Brolin, CPA, CFE, and the owner of Powerful Accounting LLC had always known that going all mobile was the only way she would work. But with her old on-premise based technology infrastructure, everything is tied to […]
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 […]
How Knutson CPAs is Managing an Explosion of Client Growth with SmartVault
Tremendous Growth Spurs Future Focused Firm to Up Their Technology Ante (as featured on the cover of the August issue of CPA Practice Advisor) The firm of Knutson CPA, PLLC (www.knutsoncpa.com) has always stayed on top of technology trends- implementing powerful solutions to ensure streamlined internal processes and elevated productivity. And while a highly […]
Cornering The Market On Premium Outsourced Accounting Services
A Great Practices Feature Profile of: Jennifer Katrulya, CPA, BMRG From the July 2011 Issue of The CPA Practice Advisor. Jennifer Katrulya, CPA, and owner of BMRG admits that there was a harsh learning curve to get her firm where it is today. And where is that exactly? The bright lights of Supa-Successville!
SmartVault Success Stories
TaxAssist Accountants Norwich North
TaxAssist Accountants Norwich North Makes the Dream of Leveraging a Cloud-Based Document Management System Reality Robin Johnson, owner of TaxAssist Accountants Norwich North, knew that in order to work remotely and securely while continuing to service the firm’s clients, he needed to adopt a cloud-based document management system (DMS). “The urgency to move our documents into […]
BKPS Ltd
SmartVault Helps BKPS Chartered Management Accountants Start Tax Season Streamlined and Secure BKPS Ltd. is a chartered management accountancy firm owned by Mel Storer, F.C.M.A., F.M.A.A.T., M.A.T.T., in Derbyshire, England. Mel and his team serve over 250 clients across the country, providing tax, accounting, and advisory services. In preparation for the 2020 tax season, Mel […]
Adachi Financial Services
SmartVault Makes Scaling Simple, Seamless and Secure for Adachi Financial Services Adachi Financial Services (AFS) is a full-service tax preparation firm based in Edison, New Jersey, serving individuals and small businesses across the United States. Founded in 2004 by Daniel Aniegbuna, an experienced tax professional, the company currently serves 200 individual and business tax clients. […]
BWP Inspire
“Since we implemented SmartVault we have seen benefits both internally, with our workflows and efficiencies and how we produce our accounts, and more importantly externally, and how we interact with our clients.” Steve Price, Director at BWP Inspire, and Ian Skaife, IT Consultant for BWP Inspire, talk about how using SmartVault has improved their business.
River Bookkeeping & Payroll Ltd
Growing Firm Leverages SmartVault to Create Better Client Experience and Work-Life Balance After spending a significant part of her career working part-time for a large accounting firm and her own business, River Bookkeeping & Payroll, Ltd., Joyce O’Leary wanted something more. She had the desire to work for her own company full-time, creating a flexible, […]
Liondaris & Co
The Challenge Christos Liondaris, Founding Partner of accountancy firm Liondaris & Co, has been working with small and medium size businesses for over 15 years, specialising in accountancy and taxation services. He started using a tax specialist software, TaxCalc, 9 years ago but was finding the constant need to print, send or file documents tiresome […]
Aspirations Accountancy
SmartVault’s document management software helps Aspirations Accountancy navigate succession planning with ease and confidence The Challenge When Tony Kensington, Director of Aspirations Accountancy, sold his 300-client accounting firm to his son Chris while creating a smaller boutique-style practice with 50 clients, he didn’t realize that it would require an overhaul of IRIS, a document management […]
Carey Pensions
Pension provider proactively addresses GDPR compliance with SmartVault Carey Pensions is an independent pension administrator and professional trustee company that has been providing specialist pension services and products to the UK and international markets for 20 years. Carey Pensions administers in excess of £1.7 billion in pension arrangements across a range of corporate and personal […]