Case Study: Cornerstone CPA, LLC increases efficiency with SmartVault client portal

Cornerstone CPA saves time and streamlines client workflows with SmartVault

Cornerstone CPA, LLC, a busy accounting firm led by Partner Jennifer Magyar, was struggling with a clunky and difficult-to-use client portal that hindered efficient workflows and client collaboration. Seeking a better solution, the firm turned to SmartVault for its cloud-based client portal and document management services.

By implementing SmartVault's client portal, the firm gained a highly configurable and easy-to-use system. Features like seamless DocuSign integration and automatic filing of signed documents streamlined their processes. SmartVault provided a simple solution that both staff and clients adopted easily, resulting in improved efficiency, significant time savings, and the ability to better serve their clients, leading to a strong recommendation from the firm.

Cornerstone CPA, LLC

Jennifer Magyar

Partner and owner