Case Study: Caleb L. Jenkins, EA, CQP – Transforming Client Communication and Document Management with Liscio and SmartVault Integration
How to start saving money
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Why it is important to start saving
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How much money should I save?
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What percentege of my income should go to savings?
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Caleb L. Jenkins, EA, CQP, has been using Liscio since June 2018. As a 2024 QuickBooks ProAdvisor of the Year, 40 under 40 in Accounting Profession and a key figure at RLJ Financial Services, Caleb sought a better way to manage client relationships, communications, and file sharing. Before Liscio, his firm struggled with long response times, fragmented communication, and the inefficiencies of handling documents across multiple platforms.
Caleb shares, “The Liscio mobile app has been a gamechanger, effectively putting us in our clients' pockets. It has reduced our median response time from over 24 hours to just 7 minutes.” This instant communication has greatly enhanced the firm’s ability to stay responsive and deliver timely service.
Moreover, Liscio’s robust privacy and security features set it apart from traditional email platforms. “I have confidence in opening attachments and clicking links in Liscio—something I wouldn’t feel comfortable doing in an Outlook email,” Caleb says. This heightened security allows Caleb and his team to maintain compliance and provide clients with a modern, secure experience.
The Power of SmartVault and Liscio Integration
When Liscio announced its integration with SmartVault, Caleb was one of the first to adopt the system—and it revolutionized his document management process. While Liscio serves as the client-facing portal, SmartVault handles the firm’s internal document management, creating a seamless and efficient workflow between the two platforms.
“One of the standout features is the ability to upload documents directly from SmartVault into Liscio messages without having to download or re-upload them. Clients get instant access to important files, and we save dozens of hours by eliminating duplication of effort,” Caleb explains.
This integration has been instrumental in streamlining document handling, reducing the time spent on administrative tasks, and minimizing the risk of errors. It also improves client satisfaction, as clients no longer need to navigate multiple systems or wait for long periods to receive critical documents.
Liscio Tax Automation – A Gamechanger for Busy Seasons
The Liscio Tax Automation feature has been another major improvement for Caleb's firm. By automating key parts of the tax preparation process—such as document collection, secure file sharing, and follow-ups—Liscio has enabled Caleb's team to save hours per tax return.
“We used to spend over two hours just gathering documents for each tax return,” Caleb says. “With Liscio’s automation, that process is now streamlined, and we can spend more time focusing on the needs of our clients.”
Results
Since integrating Liscio and SmartVault, Caleb’s firm has experienced:
- 70% faster client response times (from 24 hours to 7 minutes).
- Dozens of hours saved in document management and handling.
- Improved client satisfaction, thanks to the secure and easy-to-use client portal.
- A fully compliant and secure system for sharing sensitive information with clients.
“Liscio and SmartVault together have changed the way we work,” Caleb says. “They’ve allowed us to offer a modern client experience while saving time and ensuring the security of client data.”
Conclusion
For accounting firms looking to enhance their document management and client communication processes, Caleb Jenkins highly recommends the integration of Liscio and SmartVault. This powerful combination not only improves efficiency but also ensures compliance with industry regulations, making it a must-have for any modern accounting practice.
