Why SmartVault

Building the Future of Accounting. One Innovation at a Time.

SmartVault evolves with your firm, delivering smarter workflows, deeper integrations, and a more connected, secure future, all driven by real feedback from accounting and tax pros like you.

What’s New in SmartVault

Throughout the year, we release powerful updates designed to streamline your workflows, boost security, and improve how your firm serves clients.

View All Release Notes

June 2025 Release Highlights

SmartScan Document Capture

Instantly upload photos as PDFs from your mobile device including multi-page documents.

Enhanced SmartRouting: Custom Mappings

Create tailored file names and tags for tax documents and automatically route them to the correct folders, saving time and eliminating manual workarounds.

Improved Portal Sign-In Experience

More branding flexibility, easier customization, and enhanced ADA compliance make accessing the portal smoother for everyone.

View Full June Release Notes

February 2025 Release Highlights

Improvements to Docdown Management

The “Owner” role has been replaced with “Admin” for all accounts, simplifying user permissions and ensuring alignment with SmartVault integration.

Enhanced Docdown Workflow Controls

Users can now view documents side-by-side with form questions, download forms directly, and manage submissions with greater ease.

View Full February Release Notes

January 2025 Release Highlights

Expanded Linked Clients Limit

You can now link up to 50 clients, an increase from the previous limit of 15, making it easier to manage complex relationships and multi-entity client structures.

Improved Client Merge Experience

The client merge process in Connected Desktop now mirrors the Online Portal for a more consistent experience. Files with identical names are automatically renamed during merges to ensure documents transfer smoothly.

Smarter Error Screens

Updated messaging now offers clearer guidance when issues occur, helping you resolve them faster and keep work moving.

View Full January Release Notes

What’s Coming Next

We build for the future of tax and accounting, guided by user feedback and industry insight.

*Disclaimer: Release dates subject to change. Last Updated (6/12/2025)

RELEASED June 2025

SmartRouting: Custom Mappings

Fine-tune document routing rules to fit your folder structure, naming preferences, and unique workflows.

RELEASED June 2025

SmartScan

Snap photos of documents from your phone or tablet, which upload to SmartVault as clean, cropped PDF files. Learn More

RELEASED June 2025

Portal Sign-In Experience Enhancements

A faster, cleaner login experience across devices with added security enhancements.

EARLY Q3 2025

QuickBooks Online Integration

Attach documents to QBO transactions and clients directly from SmartVault, eliminating the need to switch between tools.

LATE Q3 2025

ProConnect Integration

SmartVault is the only fully integrated Document Management System for Intuit ProConnect, offering improved document filing, standardized engagement workflows, and seamless client collaboration. Learn More

LATE Q3 2025

Migration Wizard Improvements

Faster, smoother onboarding and migration for firms moving data into SmartVault.

EARLY Q4 2025

SmartRequest AI

AI-powered document request lists generated from prior year’s tax return data help streamline intake with personalized checklists and custom questions. Learn More

We Build What Accountants Need—Because We Listen

Every feature we release is shaped by feedback from firms like yours. We’re building not just a product, but a platform to grow with your firm—today and tomorrow.

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Got a product idea or feature request?

We’d love to hear from you.  Email our Product Team directly at features@smartvault.com.

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Collect Tax Docs Faster with SmartRequest AI

Streamline the entire “Collect” phase of tax prep with intelligent automation built for accounting professionals.

SmartRequest AI simplifies client intake by using prior-year returns to generate a custom questionnaire and document request list. Clients upload source documents through a clean interface, and SmartVault organizes everything into a formatted workpaper that is ready for tax prep.

Quick Workflow Highlights: