Document Management & Secure File Sharing Software Features

Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.

Make sharing files in the cloud easy and convenient, without compromising on security or compliance.

Send documents for signatures, approvals, and payment — then route them back to SmartVault automatically.

Standardize and centralize your business documents with smart online document storage.

SmartVault's SmartPath pricing engine recommends the perfect price for any tax or accounting client, in seconds.

Simplify the way you request, collect, and manage client-prepared documents with request lists and list templates.

Gain peace-of-mind since files are automatically backed up and encrypted using bank-level AES-256 bit encryption.

Maintain lightning fast access to your documents in the cloud, with the speed and performance of a desktop app.

Stay in compliance with a full, timestamped audit trail of all document activity.

Securely request, share, organize, and collaborate on documents across teams and clients, anytime, anywhere in the cloud.

Assign permissions that specify precisely what actions teams or clients can perform – down to the sub-folders and documents within them.

Ensure that your organization stays in compliance, with solutions that support HIPAA, FINRA, SEC, GLBA guidelines, and more.

Turbocharge your workflows through seamless integrations with leading business applications.

Streamline your client onboarding process with customizable folder templates built for accounting pros.

Distribute documents in bulk to one or all of your clients in a single step.

Route files to the right folder for the right clients, automatically.

Easily create professional PDF files that your clients can fill directly into SmartVault.

Create, manage, and approve business proposals, sales documents, or pricing quotes.

With SmartVault’s cloud-based document management system, you, your team, and your clients can securely access files and collaborate on workflows 24/7 from any device with an internet connection.

SmartVault’s Bulk Send feature makes sending, managing, and tracking tax returns for your clients easier. With an intuitive dashboard and powerful filters, you can easily monitor the status of tax organizers and returns, ensuring nothing falls through the cracks.

SmartVault's Developer API provides web, mobile, and on-premises applications the ability to easily access SmartVault's document management capabilities.

Linked Clients lets you quickly connect and access related client files. Access files faster and simplify complex client management with an instant interconnected clients view.

Simplify compliance with customizable, FTC-aligned security templates. Compliance Vault is a feature exclusively available to subscribers of SmartVault’s Accounting Unlimited Plan.