Cloud file sharing for Remote Document Access Anytime, Anywhere

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.

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Keep Workflows Moving No Matter What

Provide your clients and team the 24/7 convenience and flexibility they expect while streamlining firm efficiencies and scaling to meet growth. Make anywhere productivity a reality.

Deliver Exceptional Client Service

Quickly get documents, respond to inquiries, and move projects forward from anywhere.

Enable Flexible Work Arrangements

Give your team secure access to collaborate efficiently, even if some members work remotely.

Ensure Business Continuity

Critical files and processes aren't stuck at HQ if there's an office disruption or someone is unavailable.

Work On the Go

Accountants can review, edit, and share documents from their mobile devices during client meetings or travel.

Don’t Sacrifice Security

With bank-grade security including encryption, granular access controls, and detailed audit trails, you can provide seamless remote access while maintaining confidentiality and compliance.

Frequently Asked Questions

What is remote file access?

Remote file access means you can access and manage files stored on a remote server or cloud storage service from a different location or device that has an internet or a network connection.

How do I access documents remotely?

Accessing documents remotely using SmartVault looks like this:

Log in to your SmartVault account on your device
Browse and navigate through your files and folders
View, download, upload, or perform other actions on your files and folders, depending on your access permissions

Is remote access through SmartVault secure? How do I know documents are protected?

Yes, remote access through SmartVault is designed to be secure. SmartVault employs several security measures to protect your documents:

Encryption: Files are encrypted both in transit (using secure protocols like HTTPS) and at rest (using strong encryption algorithms like AES-256).
Access controls: You can set granular permissions to control who can access, view, edit, or download specific files or folders.
Audit trails: SmartVault maintains detailed audit logs of all file access and activity for monitoring and compliance purposes.
Data centers: Files are stored in secure, redundant data centers with physical and digital security measures in place.
Compliance: SmartVault adheres to industry-standard security and compliance regulations, such as SOC 2, HIPAA, and GDPR.

What are advantages of remote access?

Remote access to files and documents through a service like SmartVault offers several advantages:

Accessibility: You, your team, and clients can access your files from anywhere with an internet connection, using various devices like laptops, tablets, or smartphones.
Collaboration: Remote access facilitates easy file sharing and collaboration with team members or clients, regardless of their physical location.
Backup and redundancy: Your files are stored securely on remote servers, providing a backup and reducing the risk of data loss due to local hardware failures or disasters.
Scalability: SmartVault’s cloud-based storage solution has unlimited storage, clients, and users, letting you easily scale file storage needs as your firm grows.
Mobility: Remote access allows you to work on files and documents while traveling or away from your primary workplace.
Version control: Most remote file access solutions provide version control features, allowing you to track changes and revert to previous versions if needed.

By leveraging remote file access, businesses and individuals can enhance productivity, collaboration, and data security while reducing the need for local storage infrastructure.

What Our Customers Say

I like to occasionally go on vacation, and inevitably a client will call me on the second day, urgently needing a copy of his return or last year's W-2 so he can refinance his house. Now I can refer them to their SmartVault, and go back to enjoying myself!

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