How SmartVault Users Save Time

Published: January 9, 2019
Share: Facebook LinkedIn Twitter

What goals did you set for 2020? Grow your business? Spend more time with family and friends? Dedicate more time to a hobby or passion of yours?

The common denominator in all of these goals is time – something most of us feel we never have enough of. At SmartVault, we believe in getting your time back by standardizing and digitizing your workflow so you can focus on what’s important, and stop wasting your time on small, repetitive tasks.

We asked our customers how SmartVault has helped them take back their time and what they’ve been able to accomplish with it. Answers ranged from being able to travel and work from anywhere, to doubling their practice, to not having to be “on” all the time for clients so they can spend more time in other areas of their life. We’ve compiled the most common topics here to hopefully give you an idea of what you can achieve when you standardize your workflow and take back your time.

Instantly Access Your Records

“In the world of emergency medical services, time is of the essence. My company has been able to use SmartVault to organize and securely store emergency pre-plans, operations documents, and other vital records. Using the SmartVault app and our mobile tablet technology, teams in the field have instant access to the records.” ~Ken K.

By storing your documents in the cloud, you give yourself and your clients instant access to all of your important information. Think about how much time you can save by having everything you need right at your fingertips. No more searching file cabinets or sorting through desktop folders.

Work from Anywhere in the World

“Storing files in a desktop environment was a waste of time. Without remote access to files, I couldn’t work to full capacity while on the road. While out of the office, I would make a list of to-do items and then go back and spend several more hours in the office catching up on these administrative tasks. SmartVault makes my life so much easier. My files are at my fingertips at all times. And when needed, I can quickly set up a vault for a client and let the document exchange begin.” ~Dawn Brolin

Are you the type of person that loves to change up their environment regularly? Storing your documents in the cloud gives you that flexibility. Many of SmartVault’s users work from all over the world and service a client base just as widespread. Dawn Brolin has often posted about working from the beach, from the road in between trips, and from home.

Expand Your Business

“SmartVault has definitely helped to increase productivity so that I could work on expanding my business in the last year. It has allowed us to securely store files so that we aren’t chasing paper documents. It has also allowed us to safely share information/documents with clients and vice versa…definitely would be lost without it.”  ~Irene M.

Automating repetitive, administrative tasks gives you back valuable time you can spend on larger goals and projects to expand your business. SmartVault customers love that our platform is built to grow with them and allows for unlimited clients because so many have been able to handle an increase in clients with the addition of SmartVault to their technology stack.

Boost Efficiency

“I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault. Being able to send out electronic copies of the client tax organizer in batch represented a big win for us in terms of saving time.” ~Michael Y.

Michael J. Yuda was able to make a geographical transition from running a paperless firm in California to setting up a cloud-based organization in Hawaii without missing a beat. He serves clients without interruption by using SmartVault to efficiently communicate and exchange documents with clients. Today, he serves across the world from California to Australia to Japan, and an increase in efficiency means he can spend time outside of work travelling and with his family.

Give Time Back to Your Clients

“SmartVault has allowed my clients access to their tax returns without having to ask me to take the time out to print and mail a copy to them. There are additional time savings when a client uploads their Source Data into SmartVault. Saves on scanning time here.” ~Larry L

If you value your own time, you can bet your clients value theirs as well. SmartVault users have not only taken back their own valuable time, but given the same benefit to their own customers. Many who make the switch to a cloud-based client portal hear positive feedback from customers who see time savings as well by not having to mail or scan documents. A secure client portal gives your customers instant access to their own important information so they never have to waste time searching for, scanning, mailing, or driving documents to you.

Take Back Your Time This Year

Picture yourself at the end of this year. Do you want to look back and realize how much time has been wasted? Or do you want to look back and know you invested more time than ever in areas that are important to you? Automating the repetitive, administrative tasks in your workflow will allow you to shift your focus and energy to other ventures like these SmartVault users.

To see an estimate of how many hours per year you could save, try out our calculator.