List of SmartVault Document Management Customers
Houston, 77007, TX,
United States
Since 2010, our global team of researchers has been studying SmartVault Document Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartVault Document Management for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartVault Document Management for Document Management include: Powerful Accounting, a United States based Professional Services organisation with 30 employees and revenues of $5.0 million, Commonwealth Business Services, a United States based Professional Services organisation with 15 employees and revenues of $3.0 million, Boscia & Boscia, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartVault Document Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartVault Document Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Boscia & Boscia | Professional Services | 10 | $1M | United States | SmartVault | SmartVault Document Management | Document Management | 2019 | n/a |
In 2019 Boscia & Boscia implemented SmartVault Document Management as their central document management system and client portal to streamline tax and accounting workflows. The deployment centralized client file storage and intake processes, enabling secure client uploads and a single repository for engagement folders used by the firm’s tax and accounting teams.
SmartVault Document Management was configured to provide a cloud hosted document repository, a client-facing portal for secure file exchange, role based access control and audit logging to support compliance and consistency. The implementation included folder templates and standardized document organization to align recurring tax engagement workflows and reduce manual routing.
The system was integrated with the firm’s tax software to accelerate document flow between client intake, preparer review, and filing stages, maintaining linkage between tax engagements and their supporting documents. Operational scope covered the entire firm given its small size, with primary impact on tax preparation and accounting functions and day to day document handling.
Governance shifted toward centralized intake and controlled access, accompanied by staff training and new file handling procedures to enforce consistency across engagements. The firm reports that SmartVault enabled significant capacity gains including a doubling of its client base while improving security and staff work life balance.
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Commonwealth Business Services | Professional Services | 15 | $3M | United States | SmartVault | SmartVault Document Management | Document Management | 2019 | n/a |
In 2019 Commonwealth Business Services implemented SmartVault Document Management to automate document intake and to integrate document workflows with their tax processing. The SmartVault Document Management deployment focused on centralized document intake automation, structured file handling for tax season, and preparer access controls to support the firm’s tax operations in Virginia.
The implementation emphasized document intake automation and elimination of manual uploads, with configuration work to standardize folder structures and file indexing for returns. Functional capabilities implemented included automated capture and routing of client documents into the firm’s tax workflow, secure storage for tax files, and organized file handling practices to support seasonal volume spikes.
Integrations included a direct operational linkage with Intuit Lacerte to enable smoother handoff between document intake and tax preparation, embedding SmartVault Document Management into the firm’s core tax workflow. Operational scope covered tax preparation and filing activities across the firm, enabling preparers to access organized client files during peak tax season without adding infrastructure beyond the cloud document management layer.
Governance and process changes centered on removing manual upload steps and codifying document handling procedures for tax returns, which standardized intake and preparer responsibilities. Outcomes stated by the firm include scaling from approximately 400 returns in 2019 to over 670 returns by 2022 without adding headcount, faster filing cycles, better organization of client files, and improved work life balance for staff.
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Powerful Accounting | Professional Services | 30 | $5M | United States | SmartVault | SmartVault Document Management | Document Management | 2013 | n/a |
In 2013, Powerful Accounting implemented SmartVault Document Management as the firm core document management system and client portal. The deployment established SmartVault Document Management in the firm technology stack to support accounting and tax processes across the Connecticut based practice led by Dawn Brolin, and the implementation has been active for more than a decade.
The deployment centered on Document Management functionality, including a document management system and client portal modules, with standardized folder structures and e-sign workflow orchestration described in vendor materials and Dawn Brolin published workflows. Integrations include client portal connections with tax software and e-sign workflows to support secure document exchange, client authentication, and signature capture, aligned with common document lifecycle and access control capabilities for small professional services firms.
Operationally the implementation covers core accounting and tax business functions and client onboarding processes, enabling the firm to onboard nearly 100 tax clients during the pandemic without increasing staff time. Governance and process changes focused on a firmwide folder taxonomy, consistent naming conventions, and structured client onboarding workflows that centralized document receipt, review, and signature steps within SmartVault Document Management.
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