Go from
Documents Everywhere
to Documents Anywhere

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

Free Trial Accountants

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Transform your workflow – get more done in less time.

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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.

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Attach and view files right from inside your apps

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

"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."

dawn

"I’m able to collaborate with clients so much more efficiently. I now share tax returns with 80% of my clients through SmartVault"

scott

"SmartVault is hands-down the most intuitive document management and portal solution available to the profession."

Some of the most respected companies trust SmartVault.

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National-Advisor-Network
Bonnie-Nagayam
Harshman-Phillips
Commonwealth-Financial-Network
MyFitFoods
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Cheri

Rick

Narinder

Mariza

Himanshu

Krista

John

John

Chynna

Ghennessys

Jeremy

Joshua

Kajal

Kenneth

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