Case Study: Pescatore Cooper, PLC achieves streamlined paperless workflows and increased productivity with SmartVault

Katie Lohman, CPA, praises SmartVault for making work life easier via continuous, thoughtful system enhancements and new features

Pescatore Cooper, PLC is a Scottsdale-based full‑service tax and accounting firm (5 full‑time, 1 part‑time) led by CPA Katie Lohman. When Intuit announced the sunset of Lacerte DMS, the firm needed a cloud document management replacement that integrated with Lacerte and solved persistent problems like limited server space, time‑consuming secure emailing of PDFs, and cumbersome remote access.

The firm implemented SmartVault in 2014, migrating smoothly with dedicated support. SmartVault’s Connected Desktop and Notes features plus 24/7 client portals let staff scan files into client folders, push data into Lacerte, and share documents securely via links—eliminating server constraints, cutting time spent password‑protecting and sending files, reducing client requests, and improving remote productivity. Ongoing feature updates continue to streamline the firm’s workflows.

Pescatore Cooper, PLC

Katie Lohman

CPA