SmartVault - Online Document Storage and Secure File Sharing for Business
Financial Services Case Studies and Success Stories with SmartVault
CASE STUDY Carey Pensions
Carey Pensions improved document management and client engagement using SmartVault, resulting in enhanced workflow efficiency and secure, remote access to documents.
RLJ Financial improved efficiency and client engagement by integrating SmartVault and Liscio, resulting in streamlined document management and enhanced security, boosting client satisfaction and oper...ational growth.
Accounting Case Studies and Success Stories with SmartVault
CASE STUDY Tandy Consulting, Inc.
SmartVault helped Tandy Consulting, Inc., a tax and accounting firm, fix slow and inconsistent workflows. The firm used to waste time on file organization and chasing documents. With SmartVault, they... automated folder creation and document management. This saved the firm days of work and improved efficiency. Tandy Consulting, Inc. saved $60,000 by using SmartVault.
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.
SmartVault helped The DC Firm move to a digital office. The firm had problems with their old client portal, including manual workflows and security flaws. SmartVault provided a reliable document mana...gement and client portal platform. The DC Firm now works more efficiently and securely. They improved client services and cut costs by using SmartVault.
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.
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 s...hare documents securely and quickly. RLJ Financial saved dozens of hours and reduced errors in document handling. Security features gave them peace of mind about client data.
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.
