Case Study: Casey D Lynch LLC achieves increased efficiency and client convenience with SmartVault

Firm owner charts his own course to a paperless environment one powerful and intuitive solution at a time

A small, full-service tax and accounting firm in Durango, CO (two full-time employees) faced the challenge of modernizing document workflows while protecting clients who weren’t ready to go fully paperless. The firm owner—cautious about technology and focused on client needs—wanted a gradual, client-friendly move to the cloud that would simplify document access without forcing change on less tech-ready clients.

The firm replaced its desktop DMS with SmartVault in 2013, attracted by cloud-based storage, intuitive client portals, and a logical file structure plus hands-on migration support. The result was noticeably faster document retrieval and greater efficiency for client requests (loans, mortgages, etc.), an easier experience for clients, and the flexibility to support both paper and paperless workflows while improving overall client satisfaction.

Casey D Lynch LLC

Casey D. Lynch

CPA