See How SmartVault Works for Your Team

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See how teams securely manage documents, streamline workflows, and collaborate more effectively with clients.

A centralized, secure system for storing and organizing documents
Faster, more efficient document workflows that reduce manual work
Enterprise-grade security and built-in compliance protections
A modern client portal for collecting, sharing, and managing documents
Support for document requests and eSignatures, with deep integrations available for accounting and tax professionals

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SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of signatures.