Powerful Accounting + SmartVault
When Dawn started using SmartVault more than ten years ago, she realized it needed to be the hub of her practice workflow. “It truly fills that role for my practice.” The first thing she does when they get a new client is onboard them with access to their folders in SmartVault.
They put a repeatable system in place with a specific folder setup which they use for every client. “It makes it so much easier to scale our services.” In fact, during the pandemic, she added close to 100 new tax clients without increasing the staff time because they have that system in place.
Learn more about Dawn’s success and how she powers up her practice with SmartVault here.
Dawn’s SmartVault Story
Read how Dawn’s firm, Powerful Accounting, uses SmartVault to keep her clients’ and firm data secure while maximizing the efficiency and productivity of her tech stack with tax, practice management and other key integrations.