Case Study: Darrell Layman, CPA achieves greater tax workflow efficiency with SmartVault

Darrell Layman, CPA saves $10,000 a year with SmartVault

Darrell Layman, CPA, sought to significantly increase his firm's workflow efficiency and reduce technology costs. His challenge was the cumbersome, multi-step process of his desktop document management system (Lacerte DMS), which lacked seamless anywhere access and integrated client sharing. He turned to the SmartVault platform, specifically its integration for Intuit Lacerte, to transition his tax workflow to the cloud.

SmartVault provided an integrated online document storage and client portal solution directly within Lacerte. This streamlined the process, eliminating steps like printing separate copies for the DMS and portal. The result was a dramatic boost in efficiency and convenience. SmartVault's solution saved the firm an estimated $3,000 annually in technology costs and another $7,000 from reduced staff hours, delivering a strong return on investment and moving the firm closer to a complete paperless environment.

Darrell Layman, CPA