Combine SmartVault with Rightworks for a Powerful Solution

Rightworks is a leading provider of hosting of the most popular small business accounting applications like QuickBooks and SmartVault. When you combine SmartVault Accounting Pro with Rightworks, you’ll have everything you need to run your accounting practice in the cloud securely, easily, and efficiently.

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Direct and Manage All Business Processes from the Cloud

SmartVault adapts to the workflows you already have with integrations to Lacerte, ProSeries, DocuSign, and more, and helps you go beyond what other providers offer with an integrated system built for accounting firms just like yours.

Gain anytime, anywhere access to your apps and data

By streamlining document management and client communication processes, firms can save 60% of the time typically spent on administrative tasks. This frees up resources to focus on higher-value activities and client engagement.

Save time and improve workflows

Save time during tax season, with workflows and templates built for accountants, by accountants. Efficiently request the documents you need from a client to complete their tax return, and send reminders from SmartVault to keep clients – and timelines – on track.

Boost flexibility with this strategic integration

SmartVault is built in the cloud, but using Rightworks to host your entire technology stack means you are able to move traditionally desktop-based applications into the cloud, providing easy access from anywhere, on any device.

Maximize client collaboration

With SmartVault, you get a custom-branded, online portal so you have a secure, easy, and professional way to collaborate with your clients, wherever they’re located. It’s easy to invite clients to the portal, and they can access the portal directly from your website. Then automatically route documents to the right client folder, making onboarding a breeze.

Enhance the solutions you already use

Connect your current tax software with SmartVault. The SmartVault Connected Desktop lets you seamlessly sync with software such as your Intuit Tax Account so you’ll be up and running fast, with bank-level security so your firm and client documents will always be compliant and secure.

For us, security is our number one priority, and having both SmartVault and Rightworks gives me peace of mind that my data and my clients’ data is secure and easily accessible in the cloud.

Caleb Jenkins
RLJ Financial Services

Move to SmartVault and Never Look Back

Our Future Together Is Bright

More than ever, we’re dedicated to working with our customers and providing them with valuable features and product updates.

Dedicated to Your Success

Our experienced, dedicated customer success team will ensure your transition to SmartVault is smooth, so your firm can take on new challenges in no time.