Connected Desktop Makes Docs a Few Clicks Away

Easily store, organize, and manage all client files in a consolidated view from a single dashboard.

View and Work on Files and Folders

View and manage the client files and folders stored in SmartVault. You can upload files, scan, create new clients and folders, send links to files, email password-protected files, and more – all directly from your desktop. It’ll all sync with SmartVault in your browser.

Local Editor

Open and edit files in SmartVault without the hassle of manual downloads. Any changes you make and save to the file while working in the Connected Desktop are saved to the file in SmartVault once the file is closed.

Drag and Drop

Whether moving documents from your PC to SmartVault or vice versa, drag-and-drop functionality streamlines the process. Drag files to upload, drag files from to download. It’s that easy.

What Our Customers Say

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