SmartVault: Product updates, Customer stories, and Insights | 2026 Cuspera

SmartVault helped Carey Pensions meet GDPR compliance for secure document management. Carey Pensions needed a safe way to store and send sensitive financial data. The company chose SmartVault for its... secure file sharing and intuitive platform. This solution enabled Carey Pensions to protect client information and streamline document workflows. The platform supported compliance and improved operational efficiency.
Show More..

SmartVault helped Tandy Consulting, Inc., a tax and accounting firm, save $60,000 by automating document management. The firm struggled with inconsistent file organization and wasted time recreating ...client folders. SmartVault's standardized folder structure and cloud-based client portal streamlined workflows. The automation saved the firm days of work and improved client experience. President Travis Tandy praised the efficiency and consistency SmartVault brought to their operations.
Show More..

SmartVault helped O'Connor and Agar, CPA move to a fully paperless office. The firm used SmartVault to store all client documents in one secure place. This made workflows faster and improved client s...ervice. Kristie Agar said SmartVault was easy to use and fit their needs right away. The firm saw immediate results after switching from older software.
Show More..

SmartVault and Liscio integration helped RLJ Financial save time and improve client service. The firm used Liscio as a client portal and SmartVault for document management. The integration let them u...pload documents directly from SmartVault into Liscio messages. This seamless workflow reduced errors and duplication. RLJ Financial saved dozens of hours and improved client response times.
Show More..

SmartVault helped Boscia & Boscia PC double its client base. The firm struggled with slow, manual document collection and sharing. SmartVault improved efficiency, security, and client service. The ac...counting practice became more profitable and less time-consuming. The firm now works less while making more money. Client retention also improved.
Show More..

SmartVault helped Liberty Tax Services, a fast-growing tax preparation firm, manage nearly 1,000 clients and over 700 tax returns each year. The team struggled with Microsoft-based tools that lacked ...tax-specific features. They needed a better way to organize documents and communicate with clients. By switching to SmartVault's Accounting Unlimited plan, they consolidated document management, client portal, and proposal generation into one platform. This move streamlined their workflow and improved client responsiveness.
Show More..