Case Study: Michael J Yuda, CPA achieves a 90% tax-season efficiency boost with SmartVault

Hawaii-based CPA enjoys the island life while serving clients on an international scale

Michael J. Yuda, CPA is a two-person, full-service accounting firm now based in Honolulu that serves clients locally and internationally. After relocating from Los Angeles, Michael needed a way to continue servicing a dispersed client base and overcome the limitations of his desktop document system—particularly slow, manual tax-organizer distribution during peak season.

By adopting SmartVault (with Connected Desktop) integrated with Lacerte, Yuda gained a cloud-based, simulated local drive and the ability to send 1040 organizers in batch and securely exchange documents. The firm estimates about a 90% improvement in tax-season efficiency, retained clients across time zones, improved work–life balance, and a healthier bottom line.

Michael J Yuda, CPA

Michael Yuda

CPA