I have been a very satisfied SmartVault user since...

I have been a very satisfied SmartVault user since it was introduced as an add-on service to ProSeries in 2015. Along with its predecessor document management system I now have 10+ years of client documents instantly available at my fingertips.
The conversion to a paperless office has benefitted my practice in so many ways. Gone are the paper files, looking high & low for misplaced documents, making copies and physically storing client source documents and so much more.
My clients love the 24/7 access to their documents and having prior years their income tax documents readily available. No need to contact me when they are buying a home, refinancing a mortgage or any related financial transaction.
By far the biggest, and most unforeseen benefit was last March when Covid-19 shut my office down. Within 24 hours we were up and running remotely and fully functional servicing our clients and ready to assist with SBA disaster aid immediately when it became available. We completed a successful tax season last year on time and without interruption. This could never have been accomplished had all our data not been cloud based and accessible from anywhere thanks to SmartVault. Unbeknownst to me I had an incredible disaster recovery plan in the wings and ready to use. It is unfortunate it took a horrible pandemic to bring it into focus.