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Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
The smart way to
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Simplify your workflow. Secure your data. Grow your firm.
Modernize Your Firm’s Workflow, Security, and Client Collaboration
Automate Every Step of Tax Season
SmartVault powers a seamless and secure closed loop process, from client engagement to secure delivery and audit-ready document storage.
Ditch disjointed tools. With SmartVault, you can onboard clients, collect documents, prepare and deliver returns, and archive files while avoiding email chaos and compliance risks. Built specifically for accounting workflows and trusted by firms during tax season.
Trusted.
Proven.
Built for Accountants.
Trusted by thousands of accounting firms to move millions of documents securely, seamlessly, and without disruption.
3 million+ global users
500M+ docs stored
30k+ accounting & tax pros
100% uptime
15+ years in business
SOC 2 Type 2 compliant
Why 30,000 Accounting and Business Professionals Trust SmartVault
SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of signatures.
If you want time back – which all firms do – then you need to create a single source of truth that’s consistently organized and easily accessible across your firm and clients. Of course, you need to ensure security and compliance. I’ve accomplished all of this with SmartVault.
We do a lot of tax preparation, and when I first started, we were doing about 700 tax returns; now, we’re more than double that at about 1,800 returns. We would have never been able to do that without improving our communication with our clients on a mass scale.
If a client calls with a question while I’m away, my team doesn’t have to track me down or wait for my return. They can go directly into SmartVault, find exactly what they need, and keep projects moving forward. No bottlenecks, no delays – just continuous, efficient client service.
Given that I help taxpayers handle IRS issues for a living, SmartVault is a must have for all my clients to keep documents secure and available so we can access them whenever and wherever necessary.
Our clients like having secure access to their documents and tax returns in SmartVault because it’s accessible 24/7 from wherever they’re located.
