Case Study: Cullari Carrico CPAs & Advisors saves time and avoids tax-season crashes with SmartVault

Cullari Carrico LLC CPAs and Advisors saves many hours with SmartVault

Cullari Carrico LLC CPAs and Advisors, a forty-plus employee accounting firm, faced significant challenges with their previous document management system, which frequently crashed under their workload, especially during tax season. This caused major disruptions, consumed valuable IT resources, and slowed workflow. The firm needed a powerful and efficient system to support its large client base and chose to implement SmartVault for its seamless integration with their Lacerte tax software.

SmartVault provided a seamless integration with Lacerte, enabling the firm to maintain its paperless, efficient electronic tax process. The migration was smooth, and the vendor provided exceptional personalized support to resolve a minor issue. The solution eliminated the system crashes, saving the firm many hours previously lost to downtime and IT troubleshooting. SmartVault has proven to be a valuable asset, providing peace of mind and a foundation for further workflow improvements.

Cullari Carrico LLC CPAs and Advisors

Jay Soojian

CPA and member