Skip to Main Menu Skip to Main Content Skip to Footer
Book a demo | SmartVault
  • (866) 674-6785
  • Careers
  • Support
  • Contact
  • Login
SmartVault
  • Product
        • Collect & Manage

          • Cloud-Based Document Management
          • Document Collection & Handling
          • Automated Document Workflows
          • Client Engagement & Onboarding
          • Custom Branded Client Portal
          • 24/7 Remote Document Access
        • Share & Collaborate

          • Expedite eSignatures
          • Simplified Document Sharing
          • PDF Filler
          • Efficient Collaboration Across Teams
          • Maximize Firm Growth
          • Software Integrations
        • Security & Compliance

          • AES 256 Encrypted Software
          • Hassle-Free Regulatory Compliance
          • Bank-Grade Security
          • Audit Trails & Activity Logs
          • Encrypted Communication
          • Central Document Repository
        • Features

          • Client Portal
          • Secure File Sharing
          • eSignature
          • Unlimited Storage
          • Intelligent Pricing Platform
          • View All Features
  • Solutions
        • Solutions by Industry

          • Accounting
          • Automotive
          • Community Banks
          • Credit Unions
          • Education
          • Financial Services
          • Healthcare
          • Legal
        • Integrations

          • Intuit Lacerte
          • Intuit ProConnect
          • Intuit ProSeries
          • Thomson Reuters UltraTax CS
          • Rightworks
          • Liscio
          • DocuSign
          • TaxCalc
          • View All Integrations
        • Solutions by Role

          • Accountants
          • Business Owners
          • IT
          • Office Managers
          • Partner
        • Solutions by Use Case

          • Intuit Integrations
          • Implement a Paperless Office
          • Efficiency and Automation
          • Protect Client and Business Information
          • Transition to Cloud
          • Employee Well-being
          • Preparing for Tax Season
          • Modernizing Your Bank
          • How to Go Digital: The Ultimate Guide for Financial Institutions
          • Practice Management Software + DMS
  • Pricing
  • Services
  • Resources
Get A Demo
SmartVault
  • Product
    • Product
    • COLLECT & MANAGE
    • Cloud-Based Document Management
    • Document Collection & Handling
    • Automated Document Workflows
    • Client Engagement & Onboarding
    • Custom Branded Client Portal
    • 24/7 Remote Document Access
    • SHARE & COLLABORATE
    • Expedite eSignatures
    • Simplified Document Sharing
    • PDF Filler
    • Efficient Collaboration Across Teams
    • Maximize Firm Growth
    • Software Integrations
    • SECURITY & COMPLIANCE
    • AES 256 Encrypted Software
    • Compliance & Regulations
    • Bank-Grade Security
    • Audit Trails & Activity Logs
    • Encrypted Communication
    • Central Document Repository
    • FEATURES
    • Client Portal
    • Secure File Sharing
    • eSignature
    • Unlimited Storage
    • Intelligent Pricing Platform
    • View All Features
  • Solutions
    • SOLUTIONS BY INDUSTRY
    • Accounting
    • Automotive
    • Community Banks
    • Construction
    • Credit Unions
    • Education
    • Financial Services
    • Healthcare
    • Legal
    • Manufacturing
    • Other Industries
    • Real Estate
    • Retail
    • INTEGRATIONS
    • Intuit Lacerte
    • Intuit ProConnect
    • Intuit ProSeries
    • Thomson Reuters UltraTax CS
    • Rightworks
    • Liscio
    • DocuSign
    • TaxCalc
    • View All Integrations
    • SOLUTIONS BY ROLE
    • Accountants
    • Business Owners
    • IT
    • Office Managers
    • Partner
    • SOLUTIONS BY USE CASE
    • Implement a Paperless Office
    • Efficiency and Automation
    • Protect Client and Business Information
    • Transition to Cloud
    • Employee Well-being
    • Preparing for Tax Season
    • Modernizing Your Bank
    • How to Go Digital: The Ultimate Guide for Financial Institutions
    • Practice Management Software + DMS
  • Pricing
  • Services
  • Resources
    • View ALL Resources
    • Articles
    • Case Studies
    • Checklists
    • eBooks
    • Infographics
    • Press Releases
    • Recorded Webinars
    • SmartGuides
    • Upcoming Events
    • Whitepapers
    • Videos
  • Support
  • Careers
  • Login
Get A Demo
Contact Us
Almost ready?

See How SmartVault Will Work for Your Organization

SmartVault is the easiest and most secure way for you and your staff to gather, store, share, and eSign documents in the cloud. We’re confident that you’ll agree — but why not take a closer look? We would be happy to give you a personalized tour and answer any questions you have. There’s no risk in learning more. Book your session today.
logo
logo
logo
Schedule a 15-minute demo

"*" indicates required fields

This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Simplify How Your Business Works with Documents Online

Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution. Join the 30,000+ professionals who count on SmartVault to power their businesses each day.

Document Request Lists Icon
Implement online document storage that’s easy for everyone to use

Standardize and centralize your business documents with smart online document storage.

Ensure Security
Choose a system built with best-in-class security features

Make sharing files in the cloud easy and convenient, without compromising on security or compliance.

Branded Client Portal Icon
Streamline collaboration through a branded, customizable client portal

Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.

Why wait another day?

You Could Be Streamlining Your Workdays, Collaborating Better with Clients, and Boosting Customer Satisfaction Today

Built with bank-level security, SmartVault offers a cloud-based client portal and document management system designed to help professional service businesses reduce costs, raise productivity, and deliver higher levels of service.

Boost business productivity through a centralized platform

  • SmartVault gives you a central document cloud storage solution for all your internal and client documents.
  • From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
  • Enjoy the convenience of working in the cloud without compromising on the security, compliance, and productivity features that help you run your business smoothly.

Make it easy for clients to share critical documents with your firm

  • Boost productivity and client satisfaction by securely sharing files and collaborating online through a customizable client portal.
  • SmartVault client portal software facilitates a secure, private, and authenticated online platform for you to gather documents, exchange information, and provide services to customers.
  • Choose client portal software that integrates seamlessly with the leading accounting, business, and other document-related applications.

“The ability to move files easily between different folders and clients and to bring documents into the folders using drag and drop or to save direct. File structures are easy to amend and customize for each client from the standard templates. Everything linked to the cloud storage. Excellent value for money.”
Tony K. Managing Director
© SmartVault 2025
  • Privacy Policy
  • Terms of Service
  • EULA
  • Law Enforcement Requests
  • Sitemap
  • Information Security

Notifications