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 common,” she explains. “It makes our process of receiving and tracking client information much more efficient.”

Zweig & Associates provides guidelines to make it easy for clients to securely upload tax documents to their SmartVault portal. The accessibility is a big plus for the firm’s worldwide client base.

“Our clients all over the world appreciate having 24/7 remote access to a safe, secure place to store and transfer tax records,” says Michelle. “Feedback depends on their technology skills, but we can easily walk through the process for those needing help.”

Beyond the client experience benefits, SmartVault has streamlined countless backend tasks for the Zweig & Associates team. She raves about the simple search capabilities to locate client files quickly and her favorite SmartVault support team member, who is “very helpful.”

She concludes: “I would absolutely recommend SmartVault to other firms. It’s an efficient, easy-to-use way to centralize business and client files. Our clients appreciate the secure storage and document transfer capabilities.”

By embracing SmartVault’s digital documentation platform, Zweig & Associates has modernized dealing with cumbersome physical files and mailings. The firm is now operating a fully virtual, paperless tax workflow, providing convenience for clients and staff alike.