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 […]
Resource Category: Case Studies
Indiana Members Credit Union
Indiana Members Credit Union (IMCU) is a member-owned, not-for-profit financial institution headquartered in Indianapolis, Indiana, serving over 125,000 members who live or work in the area. IMCU has grown over the past 60-plus years to become the largest credit union in Central Indiana, managing $2 billion in assets and a commercial loan portfolio of approximately […]
Ashfield Accountancy/NetPayroll
For Mark Hill, Managing Director, at Surrey-based online payroll bureau NetPayroll, the transition to SmartVault couldn’t have come soon enough. Their company was using a portal system, which, unfortunately did not meet their needs. “Prior to using SmartVault, we were using a different portal but it was a nightmare. Files weren’t always uploading properly and […]
Mortgage Funding Options
Ramzy Sabbara has been in the mortgage and financial services business for more than 25 years, the majority of which he has headed his own independent mortgage brokerage, Mortgage Funding Options. The company, which Ramzy started in 1999, provides retail mortgage loans to consumers purchasing and refinancing their homes primarily in the area around Valley […]
Miller Grossbard Advisors, LLP
Houston-based Miller Grossbard Advisors, LLP (MGA) is a member of the Alliott Group, a worldwide alliance of independent accounting, law, and consulting firms. Given the firm’s affiliation with a large global organization, its philosophy of innovation and its employees’ passionate commitment to providing progressive services to its clients, may be somewhat unexpected. However, as Pauline […]
Auxilia Accounting
Auxilia Accounting has grown ~17% annually over the past three years. This success is linked to their use of technology, specifically SmartVault. “Our tax prep has grown progressively year over year,” Christa Skoupy, CPA and the firm’s founder said. “I can honestly say that we’ve seen this growth because our operations are very streamlined. We […]
Beyond Your Books
Founded in 2003 by Karen Dellaripa, CPA, Beyond Your Books is a fast-growing, New Jersey-based firm providing full-service, outsourced bookkeeping and payroll services for small to mid-sized professional services businesses as well as some larger corporate entities. As the name of the firm implies, Dellaripa, her co-founder Rich Strait, and the rest of their team […]
Academy Securities
Academy Securities is a growing Broker/Dealer owned and operated by former military members with four locations across the United States. Given the company’s strong ties to the military, it’s no surprise they take security very seriously. According to Sadie Millard, one of the company’s administrators, it was the need to comply with the data management […]
Darrell Layman, CPA
Darrell Layman made a bold move this year…and at the riskiest time—tax season. With a vision to significantly increase workflow efficiency, Layman transitioned his firm from a desktop document management system (Lacerte DMS) to the cloud. “I had two goals in mind,” Layman explained. “I wanted anytime-anywhere access for both firm locations, and I wanted […]
Growthforce
Donna Olah-Reiken, owner of Preferred Small Business Solutions is always looking for ways to better serve her clients. Her goal is to consistently enhance the client’s experience by streamlining processes and supporting them with the most advanced platform. Offering client portals was one way to improve service—enabling 24/7 access to documents and the convenience of […]
Stearns Furniture
Latoya Jablonski, partner in four (yes, four!) businesses, is always looking for ways to increase efficiencies with back-office processes. Stearns Furniture Co. is one of the company’s Jablonski operates with her brother, and like most retail businesses, she deals with a lot of paperwork. Before moving to an online document management and storage system, she […]
BookkeepingDirect.com
BookkeepingDirect.com goes fully virtual with SmartVault’s cloud-based document management system The Challenge Gabrielle Fontaine, a professional bookkeeper and owner of bookkeepingdirect.com, had been dreaming about working virtually for almost 30 years. In the early 90s, she spent her days working onsite with clients. As technologies advanced, she transitioned to working from home, but she still […]
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. […]
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 […]
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 […]
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 […]
Jason M. 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 […]
Brannen & Powell
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 were being filed properly. “We […]
Office Management Services
Eva Harvey, owner of Office Management Services with 30 years of experience, admits that she held on to paper and manual processes for too long. Then, when her husband retired and they began preparing to move from California to Washington, she was sure that she would have to leave her business behind. “I thought about […]
Gary A. Kreitz CPA & Associates, Inc.
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 […]