Complimentary Case Study
“We Doubled Our Client Base”: An Accounting Firm's Success Story
Learn How to Apply Their Learnings to Your Firm
The dream of a truly self-sustaining firm – that makes more money while you work less – often seems out of reach. 

But for Nick Boscia, CPA, EA, partner at Boscia & Boscia PC and founder of The Balanced Firm, this dream became a reality. By implementing SmartVault and improving efficiency, security, and client service, Nick transformed his New Jersey-based accounting practice from a time-consuming operation into a streamlined, profitable business. 

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