Case Study: Jason M. Tyra, CPA, PLLC achieves nationwide growth and a paperless, secure remote practice with SmartVault

SmartVault helps virtual firm support tech-savvy client base with the level of security and efficiency clients expect

Jason M. Tyra, CPA is the owner of a full-service tax and accounting firm based in Killeen, TX that targets tech‑savvy, online entrepreneurs across roughly 35 states. He needed a way to support clients who expect secure, convenient digital access; his previous desktop DMS prevented cloud sharing, limited efficiency and hindered growth.

Tyra moved to SmartVault (alongside Intuit Lacerte) as a secure file‑sharing, storage and client portal, completing a fast, smooth migration with vendor support. The cloud workflow lets him serve clients almost entirely online (99% prefer remote interactions), improve processes, expand beyond his local market, and move toward a paperless practice that will save thousands annually.

Jason M. Tyra, CPA, PLLC

Jason M. Tyra

CPA