Many Smartsheet customers are getting great value from Smartsheet for productivity yet have not optimized the underlying Smartsheet platform controlling Security & Administrative functions.
Put Roll Point expertise to work optimizing the security & administration of your Smartsheet service
Delivered by a former early Smartsheet employee with over 14 years experience dedicated to Smartsheet Security & Administration.
What Roll Point delivers
Smartsheet Platform Consulting
Architecture, Engineering & Operational services optimizing Smartsheet Security, Smartsheet Administration & Smartsheet Licensing.
Simple contracting for US organizations
| Item | Detail |
|---|---|
| Contract structure | MSA + SOW — lightweight, plain-English agreements |
| Governing law | State of Oregon (negotiable for US engagements) |
| Rate structure | Hourly, day-rate, or fixed-fee per SOW |
| Engagement sizes | From half-day advisory sessions to multi-month programs |
| NDA | Mutual NDA standard — yours or ours |
| Insurance | Professional liability / E&O — COI available on request |
What your AP team needs
Roll Point LLC is a US entity — vendor onboarding is a same-day exercise for most AP teams.
| Item | Detail |
|---|---|
| Legal entity | Roll Point LLC — Oregon single-member LLC |
| EIN | 88-1556363 |
| Tax form | IRS Form W-9 — signed copy on request |
| 1099-NEC | Issue if annual payments total $600+ · address: 61661 Hosmer Lake Drive, Bend, OR 97702 |
| Payment | ACH preferred — US Bank routing 123006800 · account details provided securely at engagement start |
| Invoice terms | Net-15 preferred · Net-30 standard |
Next steps for US organizations
Tell us about your challenge
Email info@rollpointllc.com or book a meeting — describe the problem, platform, and timeline.
Discovery call
A free 30-minute conversation to scope the work and confirm fit. No sales pressure — if Roll Point isn't the right resource, we'll say so.
Proposal & SOW
A clear scope, timeline, and fee structure within 2 business days. MSA + NDA via DocuSign.
Kickoff
Vendor setup completes in parallel (W-9 + EIN doc above) and delivery begins.
Focused results, from day one
Bring a challenge. Leave with a working solution and the knowledge to run it.
What Roll Point delivers — worldwide
Smartsheet Platform Consulting
Architecture, Engineering & Operational services optimizing Smartsheet Security, Smartsheet Administration & Smartsheet Licensing — delivered remotely with time-zone overlap for EMEA and APAC.
Clean, predictable international terms
Roll Point uses consistent contract standards for every international engagement — so your legal review is fast and there are no surprises:
| Term | Roll Point standard |
|---|---|
| Governing law | State of Oregon, United States |
| Dispute resolution | Binding arbitration — AAA Commercial Rules |
| Currency | USD only — invoices in USD, FX conversion is payer's responsibility |
| Liability cap | Fees paid in prior 3 months under the relevant SOW |
| IP ownership | Work product transfers to you on full payment |
| Confidentiality | Mutual NDA, 3-year survival |
| Termination | Either party, 30 days written notice |
What your finance team needs to know
| Question | Answer |
|---|---|
| Do we withhold US tax? | Generally no — Roll Point LLC is a US entity. Payments are not subject to US non-resident withholding. |
| W-8BEN-E? | Not needed from either side — that form is for foreign entities. Roll Point provides a W-9 or our W-8BEN-E Reference document (below) explaining this for your AP team. |
| Local withholding? | If your country withholds on cross-border services, note it on your remittance advice — Roll Point handles recovery via US Foreign Tax Credit. |
| VAT / GST? | Reverse charge typically applies for B2B services from a US supplier — confirm with your local tax advisor. |
| Payment method | International wire (SWIFT: USBKUS44IMT) or Wise for smaller engagements. Account details delivered securely at engagement start. |
Sanctions screening & data protection
OFAC screening
US law requires Roll Point to screen international counterparties against OFAC sanctions lists. For organizations in most countries this is quick and invisible — completed during contract review.
GDPR & privacy
EU/UK organization? If the engagement involves personal data, Roll Point provides a GDPR Article 28 DPA with Standard Contractual Clauses — download below, sign, and return.
Next steps for international organizations
Complete the onboarding wizard
Our 8-step interactive onboarding covers contract terms, compliance declarations, payment setup, and GDPR scope in about 10 minutes.
Discovery call
A free 30-minute call scheduled across time zones — scope, fit, and approach.
Proposal, contracts & compliance
SOW within 2 business days. MSA + NDA (+ DPA for EU/UK) via DocuSign. OFAC verification runs in parallel.
Secure payment setup & kickoff
Banking details delivered securely to your confirmed AP contact, and delivery begins with agreed overlap hours.
Global reach, personal attention
From Bend, Oregon to wherever you are — clean contracting, expert delivery.