Case Study
Penniwise Accounting & Tax Services
A #1 Hit with Clients Firm owner sings the praises of SmartVault for helping her provide a rich client experience every time Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years...but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place to best serve her clients. “SmartVault came out as the clear winner,” she explained. “I found the system to be very easy to use, but more importantly, it was easy for my clients. I found that the majority of clients were up and running almost immediately.” Like most progressive firm owners, Echols