Case Study: Adams, Jenkins & Cheatham achieves $10,000 in labor savings and streamlined client portals with SmartVault

Firm praises SmartVault for not only offering top-notch technology, but also for its outstanding client support

Adams, Jenkins and Cheatham CPAs & Business Consulting is a full-service CPA firm in Midlothian, VA (approx. 60 employees) that handles roughly 2,500 tax returns annually and significant audit work. Facing a need to move from paper and Intuit DMS to a client portal that integrates with Lacerte, the firm wanted to streamline workflows, reduce time-consuming printing/binding, and give clients secure 24/7 access to documents — all while receiving dependable vendor support during a critical implementation window.

AJC implemented SmartVault as its portal and document-storage solution, praising the product’s ease of use and exemplary support team. The firm reports smooth staff training and a successful rollout even before busy season, an estimated savings of about 15 minutes per return (≈ $10,000 in labor), additional printing and labor reductions, faster issue resolution from SmartVault’s support, higher client satisfaction, and momentum to automate and improve firm-wide processes.

Adams, Jenkins & Cheatham

Billy Johnston

CPA