2020 Innovation Members
Rated as a top cloud-based document management & client portal solution for accountants, SmartVault helps 2020 Innovation Members become more productive by streamlining how you collect, share, and organize documents.
2020 Innovation Member Benefits
2020 Innovation members enjoy 20% off for the lifetime of your SmartVault subscription. That's hundreds of pounds in annual savings for your firm.
Transition into SmartVault with total ease and peace of mind. Claim a free onboarding session with our UK customer success managers.
Set up as many client vaults as you need, for free. SmartVault grows with your firm, with no limit on the number of guest accounts you can set up.
Features for Bookkeeping Firms
SmartVault was built from the ground up with bookkeepers in mind.
Give clients a secure, professional and easy way to upload or download documents online using a client portal. Available to embed onto your website at no extra cost.
Request multiple documents from multiple clients quickly and easily, then track the status of your requests or send reminders via an easy-to-use dashboard.
I wouldn't use anything else. SmartVault is possibly the most seamless cloud-based solution for accountants.Christos Liondaris Founding Partner Liondaris & Co