Case Study: Cullari Carrico CPAs & Advisors achieves crash-free tax seasons and major time savings with SmartVault

Move to SmartVault eliminates system crashes during tax season and results in immense time savings

Cullari Carrico CPAs & Advisors, a full‑service, 40+‑employee firm in Fairfield, NJ, was plagued by frequent crashes from its legacy document management system during tax season, pulling senior staff into IT troubleshooting and slowing workflows. When their DMS was retired in 2015 they needed a robust, Lacerte‑compatible solution to sustain a paperless, efficient tax process.

They chose SmartVault for its seamless integration with Intuit Lacerte and saw a smooth migration—complete with personalized support from SmartVault’s CEO—eliminating system crashes and reclaiming many lost hours during peak season. With bookmarked PDFs now organized in SmartVault and plans to integrate OCR/Tax Import for automatic filing, the firm has significantly streamlined its tax workflow and gained greater efficiency and peace of mind.

Cullari Carrico CPAs & Advisors

Jay Soojian

CPA, Member