Case Study: Brannen & Powell achieves 15% time savings and smoother tax seasons with SmartVault

All the right moves Transition away from eFileCabinet ranks best move of the season for firm owner

Brannen & Powell is a small, full‑service tax and accounting firm in Shafter, CA. The firm struggled with workflow slowdowns and a confusing file structure in their legacy document system (eFileCabinet), plus extra steps and integration gaps with their Lacerte tax software that risked misfiled documents during busy tax seasons.

They migrated to SmartVault, gaining seamless Lacerte integration, a secure client portal, and hands‑on migration support. The switch delivered a more intuitive workflow, an expected ~15% time savings for tax season, higher staff satisfaction, improved document security, and rapid ROI — giving the firm greater efficiency and peace of mind.

Brannen & Powell

Tim Powell

EA