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SmartVault Testimonials

  • “I’m 100% about client satisfaction, whether that means a paperless process, portals, or still delivering a paper copy. I want my clients to be happy. SmartVault allows me to support all my clients, no matter where they are in the paperless transition.”

    Casey D. LynchCPA

  • "We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great."

    James RobergeCPA
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    4.7 / 5.0
    Customer References161 total
    About

    DocStar is an award-winning developer of enterprise content management and automated accounts payable solutions for organizations of any size, supported by a highly responsive team. Available either on-premises or as a cloud hosted service, DocStar solutions allow organizations of any size gain control over documents, improve records retention and increase operational efficiency.

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    4.7 / 5.0
    Customer References45 total
    About

    FileHold is Microsoft Gold certified, manufacturer of affordable document management software with over 35,000 seats in production throughout the world. FileHold software is the fast track to the “paperless office”, is easy to use, easily interfaces with third party applications, and is tightly integrated with Microsoft Office and SharePoint. FileHold empowers both deskbound and mobile workers to store and find their important documents, including e-mail, while maintaining tight version control and managed workflow.

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  • Reference Rating
    4.7 / 5.0
    Customer References80 total
    About

    The Square 9 AI-powered intelligent information management platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

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