Go from
Documents Everywhere
to Documents Anywhere

Store your files online, safely share them with others
and access them right from inside your apps.

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Transform your workflow – get more done in less time.

Access files anytime and from any device

SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Get a secure online document storage system for all your files.
Explore Online Document Storage.

Securely share files with clients, staff and partners

Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, audit reporting and a robust view in browser capability.
Discover Secure File Sharing.

Securely share files with clients, staff and partners

With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks, QuickBooks Online, Xero and FreshBooks. Stay audit ready and say goodbye to document silos – with SmartVault, you have one solution to store and share all your files.
Integrated Apps.

Loved by thousands of accountants and small businesses!

Darren Root, CPA testimonial

"SmartVault was the right solution all around. It provided a highly secure platform for sharing documents in the Cloud, integration with QuickBooks, and is probably one of the easiest solutions to implement and learn." Darren Root, CPA, CITP - Read the Case Study »

Dawn Brolin, CPA, MSA testimonial

"I’m able to collaborate with clients so much more efficiently. I now share tax returns with 80% of my clients through SmartVault" Dawn Brolin, CPA, MSA - Read the Case Study »

Scott Kregel, CPA, MST testimonial

"SmartVault is hands-down the most intuitive document management and portal solution available to the profession." Scott Kregel, CPA, MST - Read the Case Study »

Some of the most respected companies trust SmartVault

Some of the most respected companies trust SmartVault

Our business is helping your business

Our Customer Care team is dedicated to helping you run your business more efficiently. Let us know how we can help – call, email or chat today!

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