Many firms have discovered Onvio comes with significant drawbacks that impact their productivity, client satisfaction, and bottom line.
Built for accountants, SmartVault addresses the unique needs of accounting practices, offering a robust, user-friendly solution that enhances productivity, ensures compliance, and scales with your firm.
When Kristie Agar of O’Connor and Agar CPA opened her firm, she was determined to find solutions that could streamline operations and provide a better client experience after years of struggling with Onvio. SmartVault delivered immediate results:
“We don’t waste time hunting documents across different programs, as everything is organized right in SmartVault,” Kristie explained. This efficiency and organization are why she enthusiastically recommends SmartVault to her peers.
Choose SmartVault for a reliable, efficient, and truly supportive document management solution that will help your accounting firm thrive.
From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
Onvio | ||
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Consistent Uptime | ||
Unlimited Clients | ||
Unlimited Storage | ||
Unlimited Guest Users | ||
Client Intake Form | ||
Pricing Engine | ||
Custom Proposals & Quotes | ||
Engagement Letters w/ eSignature | ||
Accept Payment | ||
Automated Folder Structure Creation | ||
Customizable Client Organizer | ||
Secure Document Collection | ||
Cloud-Based 24/7 Access | ||
OCR of Scanned Documents | ||
Integration with UltraTax CS | ||
Version Control/History | ||
Custom Branded Portal | ||
Portal included in DMS Price | ||
Portal Enables Real-Time Collaboration | ||
Integrated eSignature Workflows | ||
Seasonal Workers Licenses | ||
SOC 2 Type 2 Compliant | ||
Supports Industry-Leading Regulations | ||
Specialized for Accounting | ||
Mobile Access | ||
Comprehensive Training & Support |
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo