The SmartVault Blog

Vote for SmartVault in the CPAPA Readers’ Choice Awards!

We’re excited to announce that for the sixth year in a row, SmartVault is nominated for multiple categories in the 2015 CPA Practice Advisor’s Readers’ Choice Awards! We’re honored to be recognized as top selections for: Client Portals Document Management and Document Storage Workflow — Other Workflow Tools We’d love to get your vote in …

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SmartVault – Incident Update

Yesterday, SmartVault experienced a degradation in performance that caused some customers to experience slower than normal response times when using the SmartVault service. The degradation in performance primarily affected the Connected Desktop and Dashboard, and caused customers using these features to experience very slow response times. Customers could still access files through the SmartVault Drive …

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What’s New (and What’s Coming) to SmartVault in 2015

We recently released a ton of exciting new features aimed at improving your workflow and giving you a better SmartVault experience overall. Click here to learn more about what’s new, and what’s in the works for 2015…

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SmartVault Extends Support Hours for Tax Season

We’re gearing up for busy season with extended support hours – now including Saturdays! Ready or not, it’s that time of year again! In support of our tax customers, who are shifting into high gear in advance of the April 15th tax deadline, we’re once again offering extended technical support hours through tax season. And …

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SmartVault Local – Available Now!

UPDATE: September 2, 2015 SmartVault Local is now available! To learn more and start your free trial, see SmartVault Local >> *************************************************************************************** SmartVault will release a local storage option for customers who don’t want to store their documents online. This new capability will give customers the option of choosing where their files are stored; either …

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Welcome Russell Banks, SmartVault’s New Senior Product Manager!

Russell brings years of product management experience to SmartVault and a fierce passion for solving client issues. SmartVault is excited to announce the newest addition to its team. In his role as Senior Product Manager, Russell provides strategic direction to enhance the company’s flagship offerings and oversees development and delivery of new offerings and priority …

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Thanks for an Amazing Year at SmartVault!

Happy Holidays from SmartVault! With another great year at SmartVault winding down – and an even better 2015 on the horizon – I wanted to take a moment to thank you, our customer, the most valuable asset we have. With your ongoing support, feedback, and advocacy, we were able to accelerate many enhancements to our …

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SmartVault Lands $4.5 Million in Series B Funding Round

Additional capital secured to expand development efforts and scale operations for the fast-growing vendor HOUSTON, TX – December 4, 2014 – SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions, today announced that it has closed a $4.5M round of funding, backed by a group of …

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CPA Practice Advisor: “How Client Portals Make Firms More Productive”

The CPA Practice Advisor just ran their November publication featuring how client portals can make your firm more productive. We were ecstatic to see SmartVault highlighted on page 18! In the edition, CPA Practice Advisor applauds our easy-to-use secure file sharing, customizable client portals, and tight integrations. Want to see how SmartVault client portals can go …

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FileThis Document Fetching Platform Announces Integration with SmartVault to Improve Tax Preparation Workflow

Cloud-Based Document Fetching Platform for Accountants, CPAs, and Bookkeepers Automatically Fetches and Delivers Relevant Client Documents – Including Bank Statements, Payroll Information, W2s, 1099s – to SmartVault  MILL VALLEY, Calif. – November 10, 2014 – Chasing clients for documents is passé. FileThis, the digital document fetching and filing service, today announced their integration with SmartVault, …

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