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 a Modern Solution For Her Practice
Drisa relied on CCH Axcess™ workflow and document management systems at a prior firm. She decided to explore modern solutions when she launched her own practice. “I was with SmartVault from day one,” she said.
Now fully embedded in her workflow, SmartVault delivers quantifiable time and cost savings while also providing confidence that sensitive information is protected with banklevel security. SmartVault allows her to quickly request documents and eSignatures from clients. “It gives me maximum efficiency in communicating with clients and organizing
sensitive information,” explained Drisa. And the client portal makes it easy for her clients to upload, review, and sign documents – 100% online and from wherever they’re located.
“SmartVault is the best investment I could have made and has provided me with the peace of mind to run my practice with confidence and in the most efficient manner possible.“
– Drisa Carrizo, CPA
Running Her Practice with Confidence and Efficiency
“SmartVault is the best investment I could have made and has provided me with the peace of mind to run my practice with confidence and in the most efficient manner possible.”
Given her fully digital processes and enthusiastic client feedback, Drisa genuinely recommends SmartVault to other firms seeking security, collaboration, and productivity gains. “It’s the best tool I have found to organize, share, and send information seamlessly,” she concluded.
