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Professional tax preparer
Jerry always knew he would have this life – his own accounting firm, a solid client roster, time for family, golf and friends. Except at tax time, which seems to stretch on forever, since 200 of his firm’s 500 clients also own businesses.
Jerry learned about VaultStreet from a junior partner in his firm, Harry, who thought it would be a good way to simplify things for clients. Harry pointed out the benefits to the firm: no more huge paper tax organizer documents to send out via express mail, no more contrite clients showing up in late March with shopping bags full of ripped papers, no more begging for receipts and supporting documentation. And then he pointed out the benefits to clients: less complexity, online access to important financial records, the ability to share financial information painlessly and quickly with Jerry and his team.
With VaultStreet, Jerry can offer his clients better service levels, with the significant added value of simplicity, security and reduced cost. His profit margins have swelled, he’s attracting new clients, and he’s mailing out fewer tax organizers.
And Harry? He has a new office, with the senior partners.
