How One Intuit Firm Tripled Revenue Using SmartVault: A Live Workflow Demo with Nick Boscia, CPA

When Nick Boscia joined his family’s accounting firm in 2013, it ran on paper, filing cabinets, and desktop tax software. Today, Boscia & Boscia serves clients across the country, processes over 1,400 returns a season with a team of seven and generates three times the revenue it did when Nick started. He built it that way deliberately — one technology decision at a time.

In this session, Nick will walk you through how his firm operates, from the moment a new client reaches out to the moment their return is delivered, with ProConnect and SmartVault at the center of every step. Whether you’re on Lacerte and considering a move to the cloud, already on ProConnect, or simply wondering what a paperless firm really looks like in practice — this is a real-world look at a system that works.

In this webinar, you’ll learn:

• How to build a client workflow your whole team can run consistently
• Why SmartVault was the first tech Nick implemented and the last he’d switch out
• What the move from Lacerte to ProConnect looked like
• Live demo: workflow from client onboarding through document delivery
• What’s possible when your document foundation is ready for automation and AI