Seamlessly Integrate SmartVault into Your Current Intuit Workflows
Save hours per return while keeping your documents organized, secure, and accessible. Tens of thousands of Intuit users have already discovered the SmartVault difference.
Securely manage and share documents 100% in the cloud.
Attach documents, stay audit-ready, and securely back-up and share files.
Want to see exactly how SmartVault can work for your business? Book a 15-minute demo today.
Tailored Services for Intuit Firms
With over 15 years of experience, we understand your unique needs, goals, challenges, and workflows. Our deep knowledge allows us to offer services and support that truly make a difference:
Using another DMS? We make switching easy. Our migration services are based on best practices from moving over 5,000 Intuit firms to SmartVault.
Get up to speed quickly with custom onboarding, flexible training options, and SmartVault Academy.
Access the help you need, when you need it, through our extensive Help Center, dedicated Customer Success Managers, and U.S.-Based Customer Care team.
