Member Benefits Partner

Pennsylvania Institute of Certified Public Accountants

Rated as a top cloud-based document management & client portal solution for accountants, SmartVault helps PICPA Members become more productive by streamlining the way you collect, share, and organize documents.

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IAB Exclusive Member Benefits

15% Lifetime Discount

PICPA members will enjoy a 15% off for the lifetime of your SmartVault subscription. That's hundreds of dollars in annual savings for your firm.

50% Off Training & Setup

Transition into SmartVault with total ease and peace of mind when you sign up for our onboarding training & setup package and receive 50% off for this white-glove service. It's a must-have for busy firms.

Built-in eSignature Solution with DocuSign

Start saving time and money by requesting and receiving signatures from clients digitally. You can connect your current DocuSign account or create a new one easily from our portal.

Features for Accounting Pros & CPA Firms

SmartVault was built from the ground up with accounting professionals in mind.

Branded Client Portals

Give clients a secure, professional and easy way to upload or download documents online using a client portal. Available to embed onto your website at no extra cost.

Request Docs

Request multiple documents from multiple clients quickly and easily, then track the status of your requests or send reminders via an easy-to-use dashboard.

Streamlined Workflow

Integrations with software such as TaxCalc, QuickBooks, Xero, and Outlook reduces repetitive tasks, and template request docs allow a streamlined client onboarding process.

We tripled our productivity this tax season by connecting SmartVault, Lacerte and DocuSign and have reduced the number of clients on extension by 75%! Honestly, this tax season was the smoothest I've experienced in 20 years!

Dawn Brolin CPA, CFE Powerful Accounting Solutions