Why SmartVault
Building the Future of Accounting. One Innovation at a Time.
SmartVault evolves with your firm, delivering smarter workflows, deeper integrations, and a more connected, secure future, all driven by real feedback from accounting and tax pros like you.
What’s New in SmartVault
Throughout the year, we release powerful updates designed to streamline your workflows, boost security, and improve how your firm serves clients.
June 2025 Release Highlights
SmartScan Document Capture
Instantly upload photos as PDFs from your mobile device including multi-page documents.
Enhanced SmartRouting: Custom Mappings
Create tailored file names and tags for tax documents and automatically route them to the correct folders, saving time and eliminating manual workarounds.
Improved Portal Sign-In Experience
More branding flexibility, easier customization, and enhanced ADA compliance make accessing the portal smoother for everyone.
February 2025 Release Highlights
Improvements to Docdown Management
The “Owner” role has been replaced with “Admin” for all accounts, simplifying user permissions and ensuring alignment with SmartVault integration.
Enhanced Docdown Workflow Controls
Users can now view documents side-by-side with form questions, download forms directly, and manage submissions with greater ease.
January 2025 Release Highlights
Expanded Linked Clients Limit
You can now link up to 50 clients, an increase from the previous limit of 15, making it easier to manage complex relationships and multi-entity client structures.
Improved Client Merge Experience
The client merge process in Connected Desktop now mirrors the Online Portal for a more consistent experience. Files with identical names are automatically renamed during merges to ensure documents transfer smoothly.
Smarter Error Screens
Updated messaging now offers clearer guidance when issues occur, helping you resolve them faster and keep work moving.
What’s Coming Next
We build for the future of tax and accounting, guided by user feedback and industry insight.
*Disclaimer: Release dates subject to change. Last Updated (6/12/2025)
We Build What Accountants Need—Because We Listen
Every feature we release is shaped by feedback from firms like yours. We’re building not just a product, but a platform to grow with your firm—today and tomorrow.
Got a product idea or feature request?
We’d love to hear from you. Email our Product Team directly at features@smartvault.com.
