Mobile Document Management Software - Available No Matter Where You Are

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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Make Anywhere Productivity a Reality

Provide your clients and team with the 24/7 convenience and flexibility they expect, while streamlining firm efficiencies and scaling to meet growth.

Deliver Exceptional Service

Give your team secure access to review, edit, and share documents straight from their mobile device. Critical files and processes aren't stuck at HQ if there's an office disruption or someone is unavailable.

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.

Apps for Your Apple Devices

Go mobile with the SmartVault mobile app for iPhone and iPads. Search, browse, and view documents; email documents as attachments or send as secure links; share files between apps, and much more!

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