ROI + TIME SAVINGS CALCULATOR
How much time can you save this year?
Mailing documents, manual tasks, and emailing back and forth with clients takes up an unnecessary amount of time. No longer. SmartVault is the easiest, most secure way to go paperless, collaborate and share files in the cloud.
Try our calculator to see just how many hours you can save by cutting the paper and switching to SmartVault. Like to see more? Schedule a one-on-one demo below.
Enter your details to calculate your savings with SmartVault
Estimated Savings Using SmartVault*
SmartVault helps firms eliminate repetitive admin tasks, reduce data entry, and speed up every stage of the client document workflow from onboarding to archiving. *Individual results may vary.
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Total Hours Saved
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Minutes Saved Per Client
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Value of Time Saved ($)
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Annual ROI
*Individual results may vary.
“SmartVault has saved hours of time, and at least $200 per client in preparation and shipment of paper compliance manuals.”
Mary Govoni, CEO, Mary Govoni & Associates
Estimate Savings Using SmartRequestAI*
Estimated Savings Using SmartRequestAI*
Take the work out of document requests. SmartRequestAI auto-creates a custom client questionnaire and document list based on last year’s return and your firm’s preferred template.
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Hours Saved
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Value of Time Saved ($)
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Annual ROI
*Note: SmartRequestAI is available on Accounting Pro and Accounting Unlimited plans.
ROI estimates include average plan pricing and the cost of purchasing Smart Requests (the per-client fee for data extraction and workpaper generation).ROI estimates are illustrative and based on average usage assumptions.
Learn more about SmartRequestAI →
ROI estimates include average plan pricing and the cost of purchasing Smart Requests (the per-client fee for data extraction and workpaper generation).ROI estimates are illustrative and based on average usage assumptions.
Your Tax Prep Workflow Savings
Hours Saved
Value ($)
Engage
Standardize onboarding with templated forms and automated folder creation. Instantly send eSignatures and reminders.
12.5
0
$0
Collect
Clients upload directly to a secure portal or snap photos with SmartScan. Request Docs automates checklists and tracking.
25
0
$0
Prep & Review
Print from tax software straight into SmartVault, no downloads or uploads. Tag, note, and auto-file final returns.
20
0
$0
Deliver
Send returns for eSignature with unlimited envelopes and KBA via DocuSign. Collect payments at signing.
12.5
0
$0
Archive
Auto-archive files in SOC 2 Type 2 compliant storage. Search, audit, and retain for IRS 4557 and FTC Safeguards.
7.5
0
$0
Estimated Savings using SmartVault’s Tax Prep Workflow
77.5
0
$0
Estimated Savings using SmartRequestAI
70
0
$0
TOTAL Estimated Savings using SmartVault + SmartRequestAI*
70
0
$0
SmartVault-Powered Onboarding Process Saves This Firm $150K each Year
“I implemented SmartVault to ensure our documents are securely backed up and accessible from anywhere. But the real surprise has been the substantial productivity gains. I can quantify the impact: SmartVault has saved our firm $150,000 per year.”
Eric L. Green, Esq.
Tax Rep Network, Green & Sklarz LLC