Your Document Management and Client Portal Powerhouse
Millions of People Rely on SmartVault
Connect Your Entire Document Workflow
Many companies claim to understand the accounting industry but fail to provide adequate tools for your entire workflow. Why? They lack genuine industry knowledge and actual integrations. Our 15+ years of relentless accounting focus—how we get you, your workflows, and your challenges—drive every aspect of our platform.
Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.
Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.
Create custom folder templates, engagement letters, forms, or quotes, then share them with clients to eSign anytime, anywhere.
Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.
Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.
Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.
Why 30,000 Accounting and Business Professionals Trust SmartVault
Since we implemented SmartVault we have seen benefits both internally, with our workflows and efficiencies and how we produce our accounts, and more importantly externally, and how we interact with our clients.Steve Price Director BWP Inspire
I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault … I used to ‘survive’ during tax season. I now operate much more efficiently.”Michael Yuda CPA Michael J Yuda, CPA
I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”Anne Rosa Owner Anne Rosa, CPA
Using SmartVault means that I don’t have to be at my clients’ offices, and I can access what I need from anywhere. It truly is the ideal way to run a bookkeeping business—and to keep it running no matter what happens.Joyce O’Leary Director River Bookkeeping & Payroll, Ltd.
We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money.”Robert Laundry CPA Robert Laundry, CPA
The fact that SmartVault is completely integrated with our tax software, TaxCalc, means that this tax season is going to be a lot smoother and we’ll reap significant time savings, too.Robin Johnson Owner TaxAssist Accountants Norwich North
The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files.”Latoya Jablonski Partner Stearns Furniture
We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great.”Jim Roberge CPA Partner Karr & Boucher, PLLC
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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