SmartVault Partnership Impact on Customer Retention

This case study details the experience of Pescatore Cooper PLC with SmartVault, a cloud-based document management system. The firm transitioned from Lacerte DMS to SmartVault in 2014, seeking a solution that would support their paperless tax process. Katie Lohman, a CPA at the firm, highlights the efficiency gains achieved through SmartVault's features, such as the Connected Desktop and the ability to send secure links to clients for document access. These enhancements have streamlined their processes, reduced the need for server space, and improved client service by allowing clients 24/7 access to their documents. The transition was reported to be smooth, aided by dedicated support from SmartVault. Overall, the partnership has led to significant improvements in productivity and a reduction in client requests for document retrieval, showcasing the effectiveness of SmartVault in meeting the needs of accounting professionals.