Member Benefits Partner

AccountingWEB

SmartVault helps accounting firms become more productive by streamlining the way you collect, share, and organise documents. As an AccountingWEB reader, you can gain access to exclusive offers on your SmartVault subscription.

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AccountingWEB Reader Offer

10% Discount

AccountingWEB readers can enjoy 10% off a SmartVault subscription. That's hundreds of pounds in annual savings for your firm.

Free Onboarding

Transition into SmartVault with total ease and peace of mind. Claim a free onboarding session with our UK customer success managers.

Unlimited Client Vaults

Set up as many client vaults as you need, for free. SmartVault grows with your firm, with no limit on the number of guest accounts you can set up.

Features for Accounting Firms & Financial Professionals

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.