Case Study: Brannen & Powell improves document workflow and tax season efficiency with SmartVault

Brannen & Powell improves tax-season workflow with SmartVault and targets 15% time savings

Brannen & Powell, a tax firm, faced significant workflow challenges and document filing errors with their previous system, eFileCabinet. Seeking a more reliable and intuitive solution, they turned to the cloud-based file storage and sharing service from SmartVault to improve processes and ensure client documents were filed correctly.

SmartVault provided a seamless integration with Lacerte software and an intuitive interface that eliminated the firm's previous filing errors. The implementation resulted in an anticipated 15% time savings, elevated staff satisfaction, and provided peace of mind. Brannen & Powell also praised SmartVault for their above-and-beyond personalized support during a seamless migration.

Brannen & Powell