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Eric Green + SmartVault

“Given that I help taxpayers handle IRS issues for a living, SmartVault is a must have for all my clients to keep documents secure and available so we can access them whenever and wherever necessary.”

– Eric L. Green, Green & Sklarz LLC and Founder of Tax Rep Network

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Why Choose SmartVault

SmartVault makes it simple to keep your sensitive client documents, IRS notices, and other documentation for tax resolution cases organized, secure, and accessible 24/7 in the cloud. A secure document management solution that integrates seamlessly with tax software and many other technologies enables an efficient workflow in your firm and convenient collaboration with clients and other stakeholders in the tax resolution process.

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Find out how Eric Green saved $150k a year by adopting SmartVault at his firm.

After a freak accident led to a client’s data loss, Eric Green vowed to prevent that from happening to his firm. Safeguarding his data was a top priority, so he implemented SmartVault, a document management platform. What he didn’t expect was the huge productivity boost SmartVault would deliver for his practice.