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Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
Ditch disjointed tools. With SmartVault, you can onboard clients, collect documents, prepare and deliver returns, and archive files while avoiding email chaos and compliance risks. Built specifically for accounting workflows and trusted by firms during tax season.
SmartVault is more than document storage. It is how your team collaborates, how your clients interact, and how your work gets done. It serves as the operational core for accounting firms that are serious about scaling securely.
SmartVault is SOC 2 Type 2 Compliant, FTC-ready, and built to meet IRS regulations. Whether you are managing client files, audit logs, or eSignatures, your data remains secure and accessible without compromising on compliance or speed.
SmartVault connects with your entire tax and accounting stack including Lacerte, ProConnect, ProSeries, UltraTax CS, Drake, and more. Documents move from preparation to delivery automatically, eliminating the need for extra clicks, uploads, or manual handling.