The Leading Document Management and
File Sharing Solution for QuickBooks ProAdvisors

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Built from the ground-up for accounting professionals and QuickBooks users,
SmartVault is the leading choice of ProAdvisors for online document storage and secure client portals. Speed up and simplify your accounting workflow with:

  • Secure online document management
  • Branded client portals for secure file sharing
  • Award-winning QuickBooks integration
  • Anytime, anywhere access to your documents
See a demo ›

SmartVault for ProAdvisors

Enjoy exclusive discounts on SmartVault,
just for QuickBooks ProAdvisors!

$35 / month

(billed annually or $45 billed monthly)

Save an extra 15% when you enter
Referral Code QBPROADVISOR

  • 500 GB of Document Storage
  • Unlimited Clients
  • Branded Client Portal
  • Premium Features
Start your free trial ›

Beyond Document Management

Stay Audit Ready with QuickBooks integration

Scan and attach documents directly to associated entries in QuickBooks, so you have a built-in audit trail for all your source documents. Find the file you need, when you need it, and enjoy peace-of-mind in the event of an audit.

Ensure Security
and Compliance

SmartVault provides industry standard security measures such as bank-level encryption, authentication, access controls and auditing to support compliance with GLBA, FINRA, HIPAA and SEC requirements.

Boost Your Brand and
Improve Client Service

Branded portals enhance your professional image, and help you collaborate with your staff and clients securely and easily. Give your clients a higher level of service, with anytime, anywhere access to their files.

Speed Up and Simplify Your Workflow with...

Features

Client Portal
Accounting App Integration
Custom Branding
Audit Logs / Reporting
Full Text Search

Features

Version History
Email Notifications
MS Outlook Plug-In
Mobile Apps

NEW! Enhancements

Custom Folder Templates
Mail Merge and Email Templates
PDF Print Driver
Connected Desktop
Auto Check-in / Check-out of Files
Auto Import Client Data

Meet our ProAdvisor Fans!

ProAdvisors rate SmartVault     on Intuit Apps.com.

“SmartVault is the industry standard. There is no other product like it… I can’t imagine having an efficient and profitable bookkeeping practice without it! ”

“Working within an online system has helped me streamline workflow and boost efficiency ... I was able to transition from hourly billing to fixed fees.”

“I absolutely love that I’ve lost the paper and everything is digital now. When I travel to meet with clients, or when my husband and I take a vacation, I can take my entire office with me.”

More Customer Stories

Ready to transform your workflow?

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