Encrypted Client Collaboration and Communication

Prioritize the security of your client interactions by providing an encrypted, end-to-end secure platform for them to securely collaborate and share documents with you.

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Encrypted Document Sharing for Protected Interactions

Confidently share sensitive financial information, collaborate on documents, and communicate with clients, knowing that their data remains protected by industry-leading security protocols.

Secure Document Exchange

Whether sharing tax returns, financial statements, or other confidential documents, our industry-leading 256-bit AES encryption ensures that sensitive information remains protected during transit and at rest.

Secure Document Portal

Build client trust with a secure, compliant client portal protected by bank-grade security. Clients enjoy a seamless experience, accessing and sharing documents, completing forms, and eSigning tax returns – 100% in the cloud and securely from wherever they’re located.

Controlled Access and Permissions

SmartVault empowers you with granular permissions, allowing you to customize document and folder visibility. Determine which employees and clients can view, edit, or share specific files.

Audit-Ready Transparency

Maintain detailed audit trails for all client interactions, document exchanges, and communication within the SmartVault platform. Every action is meticulously logged and retrievable, providing complete transparency and traceability. This helps you stay audit ready.

Frequently Asked Questions

What is encrypted communication?

Encrypted communication is a method of transmitting data securely by converting it into a code that can only be read by authorized parties. SmartVault employs encryption using AES-256 and Secure Socket Layer (SSL) technology to protect your documents, passwords, and interactions – whether in transit or at rest. This means that documents sent through SmartVault are protected from unauthorized access during transmission and storage. Our encryption protocols ensure that your clients’ financial data remains confidential and secure.

Are there industry compliance standards regarding safeguarding client communication?

Yes, there are several industry compliance standards that accounting professionals must adhere to when safeguarding client communication:

IRS regulations: The Internal Revenue Service has specific requirements for tax professionals to protect taxpayer data.
FTC: The FTC Safeguards Rule requires you to have a Written Information Security Plan that details how you’ll keep data safe. The rules require encryption.
GLBA (Gramm-Leach-Bliley Act): Requires financial institutions to explain their information-sharing practices to clients and protect sensitive data.
GDPR (General Data Protection Regulation): For firms dealing with EU clients, this regulation sets strict standards for data protection and privacy.
CCPA (California Consumer Privacy Act): Similar to GDPR, it applies to businesses serving California residents.

SmartVault is designed to help accounting professionals meet these compliance standards by providing robust security features and encrypted communication tools.

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!

Rhee Eliker Owner of Rhee Eliker, CPA, MBT

I would totally recommend SmartVault to other offices. It has so many perks for running an office smoothly - organizing client files, inviting clients to upload, getting notified of uploads. It's the first thing I sign into each morning to start working. SmartVault gets 6 stars out of 5 in my book!

Dania Amezcua One Stop Tax Service & Professional Help

We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.

Robert Paolini Paolini Financial Group, LLC

As the owner of PK Petrykowski CPA, serving over 220 clients across service businesses and individual tax clients, SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure. Now, with SmartVault's document management system and client portal, we've eliminated the need for one full-time employee dedicated to sorting paper documents, saving us valuable time and resources.

PK Petrykowski CPA Prudence Petrykowski

I love using SmartVault because it’s so organized and easy to use. SmartVault’s integrated document management system and client portal helps us provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault to other tax and accounting firms that are looking to securely work with clients online.

Diane Curtis Affiliated Financial Services