Case Study: Auxilia Accounting achieves 17% annual growth and streamlined operations with SmartVault

Fast-growing practice attributes part of its success with making the move to SmartVault

AuxiliAccounting is a boutique Brooklyn accounting and advisory firm led by CPA Christa Skoupy that has grown about 17% annually. The four-person practice struggled with inefficient, error-prone document exchange (sending encrypted PDFs by email), lost client files and time-consuming workflows, and needed a more organized, streamlined process to support continued growth.

The firm implemented SmartVault—portals and Connected Desktop integrated with their tax software—which clients adopted quickly. The solution centralized file management, reduced client-communication time, improved internal organization, and cut manual steps; Skoupy cites major efficiency gains, better value for a small firm, and further time savings expected from SmartVault’s built-in e-signature.

Auxilia Accounting

Christa Skoupy

CPA