Frontwave Credit Union

SmartVault Saves Money, Streamlines Document Exchange for Constantine Financial Services

Published: April 23, 2024
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As the President of Constantine Financial Services, an accounting firm serving 150 clients, William L. Constantine was looking for a way to reduce the hassle and costs associated with mailing paper documents back and forth.

We were sending too much paper by mail,” William says. “SmartVault has allowed us to securely exchange documents electronically with our clients.

Since adopting SmartVault’s document management system and client portal platform, Constantine Financial Services has achieved impressive results.

  • Reduced postage expenses by $10,000 per year
  • Decreased office supply costs by thousands of dollars
  • Accelerated turnaround times for client document reviews and submissions

I can send and receive documents securely with SmartVault,” notes William. “Our clients also enjoy the speed and ease of the system.