Case Study: Penniwise Accounting & Tax Services achieves time savings and happier clients with SmartVault

Firm owner sings the praises of SmartVault for helping her provide a rich client experience every time

Penniwise Accounting & Tax Services is a small full-charge bookkeeping and payroll firm in Tustin, CA (1 full-time, 2 part-time) serving niches like interior design and construction. Owner Penni Echols needed a document management solution that was easy for her clients to use, would eliminate time-consuming onsite file pickups and scanning, and would support real-time document exchange for field-based clients.

After evaluating alternatives, Echols implemented SmartVault for its ease of use, 24/7 file access and client portal. The firm quickly onboarded clients, eliminated hours of drive time, sped up cost-report turnaround, and improved the client experience—backed by fast, personalized support—leaving Penniwise more efficient and positioned for continued growth.