Stay Organized, Secure, and Productive in the Cloud

I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault … I used to ‘survive’ during tax season. I now operate much more efficiently.”

I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”

Working within an online system has helped me streamline workflow and boost efficiency … I was able to transition from hourly billing to fixed fees.”

We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money.”

We use the SmartVault client portal to communicate with clients and deliver files. It’s so efficient, and it’s the level of digital service that the majority of our clients expect.”

The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files.”

We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great.”

I’m 100% about client satisfaction, whether that means a paperless process, portals, or still delivering a paper copy. I want my clients to be happy. SmartVault allows me to support all my clients, no matter where they are in the paperless transition. ”

SmartVault has been integral in helping us standardize client services. We were able to create our own unique, uniform filing structure within the system, so now all we have to do is duplicate the file structure for each new client. It makes the onboarding process much easier.”