Case Study: Harshman Phillips achieves paperless document sharing and smoother client collaboration with SmartVault

Harshman Phillips delivers 300-400 tax documents with SmartVault

The customer, Harshman Phillips, a CPA firm, sought a cloud-based document management solution to handle a high volume of documents and move towards a paperless process. They implemented SmartVault to serve as their central, firm-wide system and to securely share files with clients.

SmartVault provided an intuitive and easy-to-use solution that was quickly adopted by the staff. The implementation was exceptionally smooth, with staff becoming operational in ten minutes or less. During the first tax season using SmartVault, the firm successfully delivered between 300-400 tax documents through the portal, with less than ten clients opting for paper. The solution also improved relationships with banks, which appreciated the secure access to financial documents, and is now used as an incentive to attract new prospects.

Harshman Phillips