Case Study: Darrell Layman, CPA achieves $10,000 in annual savings and a streamlined, all‑digital tax workflow with SmartVault

Darrell Layman, CPA - Customer Case Study

Darrell Layman, CPA runs a small full-service tax and accounting firm in Cuba and Waynesville, MO. Facing inefficient desktop workflows and rising tech costs, he set out—during tax season—to move from Lacerte DMS to a cloud-based system to gain anytime/anywhere access for both locations and streamline tax preparation.

Layman joined the SmartVault for Intuit Lacerte beta, migrated about 80 clients, and implemented an integrated cloud DMS plus client portal that prints returns directly into client folders and sends batch email notifications. The change eliminated many manual steps, improved efficiency, delivered roughly $10,000 in annual savings, and paved the way for a full firm rollout with future e-signature and payment capabilities for a completely paperless workflow.

Darrell Layman, CPA

Darrell Layman

Owner