Assign User Permissions and Access for 100% Control

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

Ensure Authorized Access and Edit Rights

Maintain control over your firm’s sensitive information with granular permissions and access controls. Assign specific access levels to team members and clients, ensuring that only authorized individuals can view, edit, or share certain documents or folders.

Granular Access Permissions for 100% Control

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

Confidently Share and Maintain Control

Maintain control over your firm’s sensitive information with granular permissions and access controls.

Authorized Access and Edit Rights

Assign specific access levels to team members and clients, ensuring that only authorized individuals can view, edit, or share certain documents or folders.

Granular Access Permissions

Assign permissions that specify precisely what actions teams or clients can perform. This level of detail ensures that users only access the information they need, reducing the risk of unauthorized data exposure.

Role-Based Access Control

Streamline permission management by using roles with predefined access levels. Easily assign these roles to users, saving time and ensuring consistency across your organization.

Audit Trail and Activity Logging

Keep track of all user activities with comprehensive activity logs. Monitor who accessed, modified, or shared documents, providing accountability and helping you meet compliance requirements.

What Our Customers Say

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!

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