Member Benefits Partner

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.

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2020 Innovation Member Benefits

20% Lifetime Discount

2020 Innovation members enjoy 20% off for the lifetime of your SmartVault subscription. That's hundreds of pounds in annual savings for your firm.

Free Onboarding

Transition into SmartVault with total ease and peace of mind. Claim a free onboarding session with our UK customer success managers.

Unlimited Client Vaults

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.

Branded Client Portals

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 Docs

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.

Streamlined Workflow

Integrations with software such as TaxCalc, QuickBooks, Xero, and Outlook reduces repetitive tasks, and template request docs allow a streamlined client onboarding process.