Having it all in one solution... SmartVault offers firm a single platform for document storage and sharing and on-demand client communication When Lacerte announced that it was sun setting its DMS product, leaders within the firm of Karr & Boucher, PLLC looked at SmartVault to fulfill their document management needs. Firm partner, Jim Roberge, CPA, stated, “We first looked at everything that we wanted to accomplish in terms of document management and sharing files with clients. SmartVault offered it all in one platform. That’s what sold us.” The firm takes advantage of SmartVault’s powerful document management capabilities as well as client portals. Prior to SmartVault, the firm did have a portal system in place. According to Roberge, the solution offered a “low-level file transfer sys

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