SMARTVAULT + LISCIO

Document Management, Client Communications, and Automated Tax Processes – Now in One Place

Designed for modern tax professionals, this integration eliminates tedious tasks, enhances collaboration, and lets you run a more efficient, profitable practice.

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Make a “No-Overtime” Tax Season Possible

SmartVault + Liscio delivers an integrated experience – from managing documents to collecting source docs to communicating with clients (and more) – that lets you automate tax processes, scale operations, and enhance the client experience.

Save 60% or More of Admin Time

By streamlining document management and client communication processes, firms can save 60% of the time typically spent on administrative tasks. This frees up resources to focus on higher-value activities and client engagement.

Digital, Personalized Tax Automation

Turn complex organizers into straightforward questions that clients can quickly answer, saving hours per return. The digital process also means simpler workflows for esignatures, collecting source documents like W-2s, and more without hand-holding.

Scalable Document Management

Grow your practice without fear of system crashes or performance issues. Handle high volumes easily and maintain speed and reliability as you scale with unlimited storage and clients.

Streamlined Client Interactions

Enable clients to communicate directly with your team and share, view, eSign, and download documents through email, mobile apps, and secure web portals. Attach documents directly to messages, tasks, requests, and eDocs to share quickly.

On-the-Go Access

Access client data, communicate, and manage documents from anywhere, at any time. Both you and your clients need flexibility; we deliver it directly to your fingertips.

IRS-Compliant Security

Granular access permissions give you complete control over system and document access, allowing you to maintain confidentiality, provide peace of mind to your clients, and comply with data security laws.

Eliminate Frustrations with Simple Workflows

Drive results with a truly integrated workflow designed to meet your firm’s and clients’ unique needs.

Smooth Onboarding and Ongoing Success

With over 15 years of experience focused on the accounting industry and supporting more than 3 million users, SmartVault truly understands your workflows, challenges, and goals. This knowledge drives every aspect of our platform and services.

Painless, Quick Migration
Have your data stored somewhere else? Our data migration process is simple, efficient, and based on best practices from helping thousands of customers like you make the move to our document management system.

Resources & Tech Support at Your Fingertips
Comprehensive U.S.-based training and support ensure you, your staff, and your clients have the knowledge and confidence to use SmartVault to its fullest potential. You’ll find videos, webinars, ‘how to’ guides, and more in our self-paced Academy and Help Center.

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Enjoy Zero Business Disruptions

Say goodbye to unstable systems that crash under pressure. SmartVault scales effortlessly with your firm’s growth, giving you unlimited storage and clients without compromising speed or reliability.

Proof is in the Numbers: 2024 Tax Season

100% uptime
68 million+ document downloads
38 million+ document uploads
50k+ new vaults created
217K+ documents sent for eSignature

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Digitize, Automate, and Outsource Menial Tasks

Save Dozens of Hours and Reduce Errors

``The SmartVault and Liscio integration has revolutionized our document management and client communications. Liscio serves as our client-facing portal, while SmartVault handles internal document management. The seamless integration between the two allows us to effortlessly manage and share documents with clients in a secure and efficient manner.

One of the standout features is the ability to upload documents directly from SmartVault into Liscio messages without having to download/upload, ensuring that clients have instant access to important files. This integration has saved us dozens of hours and has reduced errors and duplication of work in document handling.``

Caleb L. Jenkins EA, CQP, Tax Professional & Certified QuickBooks ProAdvisor RLJ Financial

See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

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