Case Study: Commonwealth Business Services boosts tax season efficiency and growth with SmartVault

Commonwealth Business Services increases tax return volume to 670 with SmartVault

Commonwealth Business Services, a tax and accounting firm, faced inefficient manual document management processes that hindered their workflow. They sought a new solution from vendor SmartVault, specifically its integrated document management system and client portal, to automate tasks before the busy tax season.

By implementing SmartVault's solution, which featured drag-and-drop file organization and deep integration with their Lacerte tax software, the firm achieved significant efficiencies. These improvements allowed Commonwealth Business Services to increase its tax return volume by over 10%, preparing 670 returns in 2022 compared to 400 in 2019. SmartVault enabled this growth without sacrificing service quality and provided the owner with a better work-life balance.

Commonwealth Business Services