Case Study: Tax Matters, Inc. achieves a streamlined, automated tax workflow with SmartVault

How one firm’s trust in SmartVault will lead them to a more efficient tax workflow

Tax Matters, Inc. is a seven-person, full-service tax and accounting firm in Portland, OR led on technology by CTO Nathan Coffey. When Intuit announced the discontinuation of the Lacerte Document Management System, the firm faced the challenge of replacing a standardized tax workflow and secure document-sharing system without disrupting operations or client service.

Tax Matters adopted SmartVault, migrated data with SmartVault’s support, and integrated the portal with Lacerte and the firm website to enable 24/7 client access. Customizable workflows and an embedded PayNow button let clients receive returns, upload signed forms, and pay invoices online, reducing paper dependence, improving client self-service, and positioning the firm for higher efficiency, productivity, and cost savings in the upcoming tax season.

Tax Matters, Inc.

Nathan Coffey

EA, LTC Chief Technology Officer