Dawn’s Success Story: How a DMS Transformed Powerful Accounting

Many accounting pros assume document management is just about keeping files organized. But it’s much more than that — it’s about creating a seamless, secure, and efficient ecosystem for your firm's information.

Published: September 19, 2024

Dawn Brolin, CPA, CFE, and CEO of Powerful Accounting is a model example of how the right document management system and processes can have an impact on your bottom line. Discover why incorporating a DMS as a core part of her tech stack was essential for boosting overall efficiency, and why a DMS is critical as a single-source-of-truth for your firm.

Join Dawn in this webinar to hear her directly address:

• The critical gap in most accounting tech stacks
• How a dedicated DMS complements and enhances your existing tools
• The measurable impact of streamlined document processes
• Why client data security demands more than basic file storage
• Examples of how Dawn transformed her operations with SmartVault

By the end of this webinar, you’ll have a clear understanding of why a robust DMS like SmartVault is not just another tool, but a fundamental asset for modern accounting firms.