Document Management Software Integrations

SmartVault integrates with your tech stack, from accounting and tax software to productivity tools, optimizing internal and client-facing workflows. Print and auto-route documents, keep teams in sync across apps, and more.

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Top 5 Benefits of an Integrated Tech Stack

Enhance Efficiency and Productivity

By eliminating the need to switch between different applications, your team can work more efficiently and complete tasks faster. Automated processes reduce manual data entry, minimizing errors and freeing up valuable time for higher-value activities. This enhanced efficiency leads to increased productivity, allowing your firm to take on more clients and projects without increasing headcount.

Improved Data Accuracy and Consistency

When your accounting software, document management system, and other critical tools communicate seamlessly, it reduces the risk of discrepancies and errors. This synchronization improves data accuracy, which is crucial for maintaining compliance and making informed business decisions.

Streamlined Client Collaboration

A cohesive tech stack enables better collaboration both within your team and with your clients. Integrated solutions like SmartVault allow for secure, real-time sharing and editing of documents, enhancing communication and reducing delays. Clients can easily upload necessary documents, access their files, and stay updated on the status of their engagements. This seamless interaction builds stronger client relationships, increases satisfaction, and sets your firm apart as a modern, responsive service provider.

Scalability and Flexibility

An integrated tech stack provides the scalability needed to grow your accounting firm. As your client base expands, integrated systems can handle the increased workload without requiring significant changes or additional software. This flexibility means you can adapt to new business needs, regulatory requirements, and market conditions with ease. Furthermore, open APIs and customizable integrations allow you to tailor the tech stack to fit your unique processes, ensuring it evolves alongside your firm.

Enhanced Security and Compliance

Security and compliance are paramount for accounting firms dealing with sensitive financial data. An integrated tech stack enhances your security posture by ensuring that all tools adhere to the highest security standards and protocols. SmartVault provides features such as bank-grade encryption, multi-factor authentication, and detailed audit trails. Integrated systems also simplify compliance with regulations like SEC, FINRA, and IRS guidelines by maintaining consistent and secure data across all platforms.

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