Does SmartVault work well?
I am trying to work toward a near paperless office. Printing & assembling the returns- seems a reasonable thing to cut. So, I'm looking at SmartVault to use as a Client Portal, for clients to visit anytime of year (my office is open only during the tax season) & get copies of their returns. Of course, I am willing to print for folks that aren't connected to the net.
Looking for info from folks who have done this. Does it work? Is it efficient? Is it difficult for me or the client?