Modernize Your Firm’s Workflow, Security, and Client Collaboration

Automate Every Step of Tax Season

SmartVault powers a seamless and secure closed loop process, from client engagement to secure delivery and audit-ready document storage.

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.

See the Workflow in Action

At the Heart of Your Firm Is Your DMS

SmartVault is the document hub where your team, clients, and workflows stay organized and secure.

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.

See How Our DMS Powers Top Firms

Enterprise-Grade Security for Firms Who Can’t Afford to Get It Wrong

Protect sensitive tax data and stay fully compliant with IRS 4457 and FTC Safeguards regulations.

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.

See How We Keep Your Firm Compliant

Your Tools Work Better When They Work Together

SmartVault integrates with tax and accounting software to automate documents without disrupting your workflows.

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.

Explore Our Software Integrations