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 […]
Resource Category: Case Studies
Robert Laundry, CPA
As a solo-entrepreneur, Robert (Bob) Laundry, CPA and owner of Robert H Laundry CPA is always looking for ways to operate more efficiently. His core focus is to best serve his clients—and he understands that with great service, smart technology is required. “We are a slow group [accounting professionals] to adopt technology, even though it’s […]
Adams, Jenkins and Cheatham CPAs & Business Consulting
While most firms focus on the power of the technology itself in explaining return on investment, Billy Johnston, CPA and office administrator at Adams, Jenkins and Cheatham CPAs and Business Consulting (AJC), expressed the firm’s great joy with SmartVault’s exemplary customer support and overall responsiveness. “For me, the biggest value is the support,” explained Johnston. […]
Mark Grant, CPA
Mark D. Grant, CPA and outsourced accounting firm owner, has long had a vision for his firm—to be completely virtual with the ability for he and his staff to work anywhere and at any time. Grant’s vision does not include filing cabinets, real estate, or other tethers that would keep him tied down to one […]
Castleton Festival
Jack Porter, CPA and CFO of Castleton Festival, an entity dedicated to introducing young musicians and singers into the opera, can’t overstate his love for working in a digital environment. “There is no way I could do this job effectively if we didn’t have SmartVault.” Before taking on the role of CFO at Castleton in […]
McLoone’s Restaurant
In the quest to find the right paperless solution, Kristy Hensle, CFO for McLoone’s Restaurants, came out swinging in favor of SmartVault, “I can’t imagine working without SmartVault. It has saved us so much process time compared to handling all that paper manually.” Prior to implementing SmartVault, Hensle’s did not have a document management platform in […]
Mimi’s Boutique and Intimates
Working in retail, Margaret Gay, owner of Mimi’s Boutique and Intimates knows all too well the issues that come with paper overload. “In my business, you are inundated with paper every day. It takes over, and before you know it, you have piles and piles of storage boxes.” Margaret initially heard about SmartVault from a business colleague […]
Talent Plus, Inc.
Talent Plus, Inc. is a prominent international talent assessment business—so prominent, in fact, that it has a road named after it: Talent Plus Way. The company applies tested and proven scientific methodologies to help clients properly select talent and maximize human potential. In business since 1989, and with offices in Nebraska and Singapore, Talent Plus has […]
Theatre Suburbia
There’s no doubt that the theatre is among the top professions with traditionally paper-heavy operations. Scripts, playbills, stage manager notes, costume and prop inventories, and publicity materials are just a few examples of documents required to support productions. And no one knows this better than Theatre Suburbia Publicity Director, Kris Thompson. “There’s so much that goes into […]
Inform Restaurant Accounting
Exclusively serving restaurants has allowed Inform Restaurant Accounting to build specialized expertise in their niche, and stake their claim in the food services industry. Unfortunately, it has also exposed the firm to piles of paper that flow in on a weekly basis from restaurant clients. “Restaurants produce an immense amount of paper,” explained Carin Dykzeul, Director of […]
Harshman Phillips
Bruce Phillips, CPA and Partner at Harshman Phillips, began his journey to the Cloud at the end of 2010. Over the past several months, he has done his research, tested solutions, and implemented sound processes to support his firm’s advanced web-based system. Phillips’ main focus was testing SmartVault to ensure the application could handle a […]