SmartVault
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SmartVault
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Direct and Manage All Business Processes from the Cloud

SmartVault adapts to the workflows you already have with integrations to Lacerte, ProSeries, DocuSign, and more, and helps you go beyond what other providers offer with an integrated system built for accounting firms just like yours.

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Gain anytime, anywhere access to your apps and data
Rightworks accounting and productivity application hosting allows you to work from anywhere — simply, reliably, and securely — all backed by the best support in the business. Now, you can provide all your clients with the leading business solutions, securely, and from any device.
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Save time and improve workflows
Save time during tax season, with workflows and templates built for accountants, by accountants. Efficiently request the documents you need from a client to complete their tax return, and send reminders from SmartVault to keep clients – and timelines – on track.
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Boost flexibility with this strategic integration
SmartVault is built in the cloud, but using Rightworks to host your entire technology stack means you are able to move traditionally desktop-based applications into the cloud, providing easy access from anywhere, on any device.
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Maximize client collaboration
With SmartVault, you get a custom-branded, online portal so you have a secure, easy, and professional way to collaborate with your clients, wherever they’re located. It’s easy to invite clients to the portal, and they can access the portal directly from your website. Then automatically route documents to the right client folder, making onboarding a breeze.
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Enhance the solutions you already use
Connect your current tax software with SmartVault. The SmartVault Connected Desktop lets you seamlessly sync with software such as your Intuit Tax Account so you’ll be up and running fast, with bank-level security so your firm and client documents will always be compliant and secure.

Serve Clients More Effectively through Cloud Technology

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On-The-Go-Access

Provide all of your clients with leading accounting and productivity software, like QuickBooks, securely at any time, from anywhere on any device.

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Connected Collaboration

Build efficient, productive relationships by collaborating with your team and clients in one secure environment. Easily share the latest data and files from any device.

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Peace of Mind

Your information is protected by the most robust security in the industry, supporting critical compliance standards including FINRA, SEC, CCPA, and GLBA.

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Our Future Together Is Bright

More than ever, we’re dedicated to working with our customers and providing them with valuable features and product updates.

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Dedicated to Your Success

Our experienced, dedicated customer success team will ensure your transition to SmartVault is smooth, so your firm can take on new challenges in no time.

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Zero Service Disruptions

During last tax season, SmartVault had zero unplanned service disruptions. Can you say the same for your current solution?