SmartVault, a provider of cloud-based document management, and Liscio, a client experience app, have announced a strategic integration that frees accounting firms from outdated, all-in-one solutions. This partnership empowers firms to build modern, customized tech stacks based on their unique needs, eliminating reliance on a single ecosystem dictated by tax software.
In addition, the frequent crashes, inaccessible client portals, and declining service of status quo solutions will be eliminated. This empowers firms to streamline operations, enhance security, and elevate client satisfaction in ways not possible with legacy systems.
“Relying on outdated, single-ecosystem platforms that marginalize critical functions like document management and client interaction is no longer viable,” said Dania Buchanan, President of SmartVault. “Our integration with Liscio represents a significant advancement in document management and client collaboration for accounting firms. While legacy systems impede growth, this integration enables firms to build an efficient and client-centric practice that scales.”
The SmartVault-Liscio integration offers an end-to-end solution with features including:
1. Integration With Tax Apps: Firms can automatically route returns between their tax app, SmartVault, and Liscio, reducing manual data entry and improving accuracy.
2. Two-Way File Transfer: Effortlessly move files between Liscio and SmartVault without switching platforms, saving hours of administrative time.
3. Enhanced Client Communication: Attach SmartVault documents directly to Liscio messages, tasks, and requests, streamlining client interactions.
4. Centralized Document Management: Automatically route client-uploaded documents from Liscio to the correct SmartVault folders, eliminating manual file handling and human errors.
5. Mobile-First Design: Access documents, communicate with clients, and manage tasks from any device, anywhere, at any time.
6. Bank-Grade Security: Ensure compliance with industry regulations through end-to-end encryption, granular access controls, and activity logs.
7. Automation of Tax Gathering and Tax Delivery Processes: Streamline the entire process of collecting tax documents from clients through delivering completed tax returns, without having to change your tax software.
Early adopter Caleb L. Jenkins, EA, CQP, a tax professional and Certified QuickBooks ProAdvisor at RLJ Financial, said, “This integration has saved us dozens of hours and has reduced errors and duplication of work in document handling. The combined use of SmartVault and Liscio has streamlined our workflow, improved client response times, and enhanced our overall service delivery.”
The integration is particularly timely as firms seek to replace outdated systems before the upcoming tax season. Unlike legacy platforms with frequent crashes and limited scalability, the SmartVault and Liscio solution offers reliable performance that grows with a firm’s needs. During the most recent tax season, SmartVault demonstrated its reliability by maintaining 100% uptime while facilitating the sharing of over 98 million documents, processing 220,000 eSignatures, and adding more than 50,000 new users.
“Accounting professionals and their clients deserve tools they can rely on. Tools that enhance productivity, make it simple to get work done, and make a no-overtime tax season possible,” said Chris Farrell, CEO of Liscio. “Our partnership with SmartVault delivers a modern, efficient solution that starkly contrasts the outdated systems many firms are struggling with today.”
The SmartVault and Liscio integration is available immediately. Accounting professionals interested in learning more can visit www.smartvault.com or www.liscio.me.
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Tags: Advisory, Firm Management
