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Resource Category: Case Studies

Commonwealth Tax Scales During Busy Season with SmartVault’s Integrated Tax Workflows

Commonwealth Business Services, a full service tax, accounting, and business consulting firm in Virginia, has 14 staff that serve more than 600 tax clients. The firm was using a document management system (DMS) that required them to manually upload documents. It was inefficient, John Coleman, CPA and the firm’s owner, realized. He started looking for […]

Creating Annual Savings: How Liberty Tax Services Consolidated Their Tech Stack

The Challenge of Managing Growth in a Busy Tax Practice Carolle and her team relied on Microsoft-based tools to manage their documents and client communications, but these generic solutions weren’t built to handle the unique needs of a busy tax practice. The cumbersome processes and lack of tax-specific features made it difficult for Carolle’s team […]

How Tandy Consulting, Inc., Saves $60K With SmartVault

As the President, Travis Tandy grew increasingly tired of the inefficient workflows – from inconsistent file organization to wasting time recreating client folder structures and constantly chasing down client source documents. Determined to find a solution to streamline processes, create consistency across his firm, and enhance the client experience, Travis discovered SmartVault, a cloud-based document […]

“We Doubled Our Client Base with SmartVault:” Boscia & Boscia’s Success Story

The dream of a truly self-sustaining firm – that makes more money while you work less – often seems out of reach. But for Nick Boscia, CPA, EA, partner at Boscia & Boscia PC and founder of The Balanced Firm, this dream became a reality. By implementing SmartVault and improving efficiency, security, and client service, […]

Breaking New Ground: RLJ Financial’s Success Story with SmartVault-Liscio Integration

Caleb L. Jenkins, EA, CQP, RLJ Financial, created a modern workflow that saves time, enhances client service, and keeps data secure. "I’ve been using the SmartVault and Liscio integration since it was released, and it has revolutionized our document management and client communications. Liscio serves as our client-facing portal, while SmartVault handles internal document management. […]

Paolini Financial Goes 100% Paperless with SmartVault

“We’re now 100% paperless, working 100% in the cloud,” Robert states. “SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.” Beyond the hard dollar savings, SmartVault has transformed how Paolini Financial operates by providing easy access to client data and a simple way to share files securely. The […]

SmartVault Transforms Tax Firm into a Lean, Secure, Mobile Operation

For Dania Amezcua, the registered tax preparer and owner of One Stop Tax Service & Professional Help, implementing SmartVault has been “a game changer” for her firm serving over 800 clients. Before adopting SmartVault’s secure document management solution, Dania struggled with maintaining bulky physical client files. “I used to make copies of all documents and […]

SmartVault Propels Zweig & Associates into the Modern Virtual Office

With over 5,000 clients and 3,500 tax returns processed annually, Zweig & Associates had their hands full managing physical document workflows. That’s why the firm turned to SmartVault’s secure document management system and client portal solution, according to Michelle Baker, Document Manager. “Clients uploading documents directly to SmartVault instead of mailing them is becoming more […]

SmartVault Saves Money, Streamlines Document Exchange for Constantine Financial Services

As the President of Constantine Financial Services, an accounting firm serving 150 clients, William L. Constantine was looking for a way to reduce the hassle and costs associated with mailing paper documents back and forth. “We were sending too much paper by mail,” William says. “SmartVault has allowed us to securely exchange documents electronically with […]

SmartVault Streamlines Tax Workflows for Newton Buckley, CPA

As Office Manager for Newton Buckley, CPA, Betsy Warne oversees a busy firm serving 425 tax clients annually. Implementing SmartVault’s secure document management solution has been a gamechanger in terms of efficiency and client experience. “We have all of our tax software printing directly to SmartVault in the exact order clients need to view their […]

Streamlining Income Tax Planning and Compliance Services with SmartVault

DAC Advisory Services | Redondo Beach, California As a CPA and tax consultant, Drisa Carrizo, the owner for DAC Advisory Services, serves over 300 small business and individual clients across diverse industries. She leverages SmartVault – a cloud-based document management and client portal platform – to enable secure and efficient document and tax workflows. Seeking […]

Securing Client Data and Streamlining Workflows: How SmartVault Delivers for BayFirst Financial

BayFirst Financial in Tampa Bay, Florida, is a forward-thinking bank that provides personalized service balanced with innovative digital tools that improve customer and employee experiences. The bank’s Process Analyst, Alex Fernandes, is critical to delivering that commitment. While reviewing workflows, Alex realized they needed to improve how BayFirst manages, stores, requests, and shares documents with […]

Keeping Small Businesses Secure and Organized: How SmartVault Transformed a Tax & Bookkeeping Firm

Office Service Solutions, Inc. | New Castle, Delaware Provides bookkeeping, accounting, consulting, and tax services to help individuals and small businesses reach their financial goals. The Challenge: Unorganized Files and Tedious Security For small accounting firms like Office Service Solutions, Inc., organization is everything. With hundreds of clients, Accounting Manager Asher Please knew he needed […]

Streamlining Executive Team and Board Alignment While Strengthening Security: Frontwave Credit Union’s Success with SmartVault

Since 1952, Frontwave Credit Union’s commitment to their Members’ financial success and future hasn’t changed. Their membership spans nearly 125,000 people worldwide, many of whom are military personnel who choose Frontwave because it’s not just a place to bank – Frontwave is a community that helps make goals possible, one that encourages its members to […]

Busy Accounting Firm Increases Efficiency with SmartVault Client Portal

As the Partner and owner of Cornerstone CPA, LLC, Jennifer Magyar, CPA, recognized the negative impact their previous client portal – which she described as “clunky and hard to maneuver” – was having on her firm.    It was time to switch to a client portal that would help them create efficient workflows and make it […]

NoMoreRack.com

Having spent the majority of his career in public accounting, Rohit Lalwani was all too familiar with the curse of paper and outdated, manual processes. So when he took over nomorerack.com’s accounting, his main objective was to lose the paper and gain the flexibility that comes with working in a digital, integrated environment “Until you’ve worked […]