


Implement online document storage that’s easy for everyone to use
Standardize and centralize your business documents with smart online document storage.
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.
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.
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.