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 returns,” Besty explains. “No more rearranging PDFs or deleting pages – it’s seamless.”

The SmartVault integration with Lacerte saves significant time on the back-end process after returns are completed. She estimates shaving 10 minutes per return on final workflows thanks to PDF assembly and notification alerts when documents are available for clients.

“Our clients really like the SmartVault portal,” she says. “They can easily download their tax documents and securely upload large files to us that can’t be emailed.”

Beyond the client collaboration benefits, SmartVault has streamlined internal communication as well. The Newton Buckley team loves the ability to email documents or share links directly from within SmartVault securely.

Betsy sums it up: “SmartVault is so user-friendly for us and our clients. It works great integrated with Lacerte, our tax software. I’d definitely recommend it. In fact, I already have to the CPA firm next door!”

By eliminating rework, automating processes, and enabling seamless client file sharing, SmartVault has turbocharged productivity levels at Newton Buckley.