Liondaris & Co
The Challenge
Christos Liondaris, Founding Partner of accountancy firm Liondaris & Co, has been working with small and medium size businesses for over 15 years, specialising in accountancy and taxation services. He started using a tax specialist software, TaxCalc, 9 years ago but was finding the constant need to print, send or file documents tiresome as well as costly in terms of paper, postage and time. He often kept important documents on his hard drive and was aware this was leaving him open to cybercrime but wasn’t sure where to start.
When he was evaluating his business strategy last year, he realised he could save a lot of time and improve his workflow by going paperless. But Christos didn’t want to use email to send important documents as he knew it would leave him vulnerable to cybercriminals. At that time, TaxCalc had just announced they were bringing out a new document management feature powered by SmartVault, and he knew it could be what he was looking for.
“I wouldn’t use anything else. Possibly the most seamless cloud-based solution for accountants.”
The Challenge
Christos Liondaris, Founding Partner of accountancy firm Liondaris & Co, has been working with small and medium size businesses for over 15 years, specialising in accountancy and taxation services. He started using a tax specialist software, TaxCalc, 9 years ago but was finding the constant need to print, send or file documents tiresome as well as costly in terms of paper, postage and time. He often kept important documents on his hard drive and was aware this was leaving him open to cybercrime but wasn’t sure where to start.
When he was evaluating his business strategy last year, he realised he could save a lot of time and improve his workflow by going paperless. But Christos didn’t want to use email to send important documents as he knew it would leave him vulnerable to cybercriminals. At that time, TaxCalc had just announced they were bringing out a new document management feature powered by SmartVault, and he knew it could be what he was looking for.
The Solution
Christos immediately booked a demo with the SmartVault team to understand the product a little more and how it could be used to solve his business needs. He realised it could help with his goals very quickly, and after signing up he booked onto a training session with the SmartVault customer success team to ensure he was using the product to its full potential.
After over a year of using the product, Christos has some favourite features of the product that he feels has helped him achieve his goals of going paperless and improving his cybersecurity;
• The Branded Client Portal “This is fantastic if you are on the move and away from your usual machine when you need to access documents – all you need is an internet connection.”
• Connected Desktop “Makes tasks such as sending password protected documents, links to documents, or getting documents signed by clients easy”
• Two-Factor Authentication “One of the most important features is the use of 2FA as we store lots of confidential client records and data that we need to be protected.”
• TaxCalc integration “This saves so much time by allowing us to move documents directly from TaxCalc into SmartVault and have them auto-route to the right folder.”
The Result
“We are operating a paperless office and everything in the cloud, we’re finally eco-friendly as our paper waste is minimal. Also all data is securely stored in a cloud so there’s one less thing to worry about.”
“As a small business, the SmartVault system is perfectly suited to our needs and we are very happy to have the system as the core of our business infrastructure.”
