Case Study: Karr & Boucher, PLLC achieves time savings and streamlined document management with SmartVault

SmartVault offers firm a single platform for document storage and sharing and on-demand client communication

Karr & Boucher, PLLC is a seven-person full-service tax and accounting firm in Manchester, NH. After Lacerte announced the end of its DMS product, the firm struggled with a limited portal that only offered basic file transfers, couldn’t assign multiple portals to one email, and made it hard to support out-of-state and international clients — driving the need for a more reliable, paperless document management solution.

The firm implemented SmartVault as a single platform for document storage, secure client portals and a Connected Desktop that simulates a local mapped drive. The result: faster onboarding (even for reluctant clients), easier customization and organization of client folders, streamlined scanning and workflow, measurable time savings and improved ability to support remote clients, with ongoing productivity gains as they transition to paperless operations.

Karr & Boucher, PLLC

James Roberge

CPA