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SmartVault

SmartVault has 1 open role. Funding stage: Series B. Last round: $1.3M, Oct 20, 2015.

Open roles

  • SmartVault logo
    Account Manager

    SmartVault

    • Houston, TX
    • Hybrid · Senior
    Teamtailor
    Posted 162d ago

About

SmartVault logo

SmartVault

This is the reality for firms that have SmartVault, a document management and client portal built for accounting pros. Meet Dawn Brolin, CFE, CPA: She loves softball so much that she's a volunteer college softball coach during tax season. “I don't call it 'tax season' anymore. I call it softball season,” she jokes. But this isn't just about softball – it's about building a practice that gives her freedom to pursue her passions. Dawn isn't alone. Nick Boscia, CPA takes multi-week vacations while his firm runs smoothly without him. Tax attorney Eric Green's firm saves $150,000 annually through streamlined workflows. Benjamin Copeland, CPA saw a 75% increase in efficiency. John Coleman, CPA doubled his client base while making it to every one of his kids' baseball games. These aren't outliers – they're SmartVault customers who have built profitable firms and found work-life balance through secure, automated document management. What makes these transformations possible? SmartVaul

Series B
Founded2007
HQHouston, US
Unlock human wisdom
ThesisTermsPrivacy
Size
77 employees
IndustrySoftware Development
Funding
  • Series B · $1.3M · Oct 20, 2015
Tech stackamazon-sqs, outreach, aws-codepipeline, elasticsearch, microsoft-windows-os, microsoft-windows-7, css-3, couchbase, tableau, amazon-ecs

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