Document Management Software for Accountants to Streamline Workflows
Organize, access, and protect all your firm and client documents with a secure, centralized system that integrates with your existing tax and accounting software.
Your Tech Stack Is Only as Strong as Its Core
SmartVault’s document management software helps accounting firms streamline workflows, securely manage files, and deliver a better client experience without the chaos.
Save Time and Reduce Manual Work
Protect Your Clients and Your Firm
Deliver a Better Client Experience
Simplify Every Step of Your Workflow
Whether you’re a solo tax preparer or a fast-scaling multi-partner firm, SmartVault helps you organize documents, streamline collaboration, automate workflows, and stay compliant, without extra tools or stress.
Accounting Firms Built on a DMS Core Scale Faster and Stay Safer
SmartVault’s document management software ensures every part of your workflow is built on a foundation that enhances performance, protects client trust, and meets evolving compliance demands.
- Practice management works better with centralized documents
- Secure portals rely on a secure DMS hub
- E-signatures are trustworthy only if source docs are controlled
- AI needs structured document access to function properly
Document Management System Features for an Effortless Tax Season
SmartVault is packed with practical, accounting-focused features designed to reduce admin work and improve client collaboration.
- Auto-routing from tax software
- Branded client portal with eSignature
- Pre-built and custom folder templates
- Full-text OCR search
- Mobile-friendly uploads
- Granular access controls
- Version history, audit trails, and file locking
- Unlimited cloud storage and guest users
Ready to Power Your Firm with a Stronger Core?
Join over 3 million+ users who rely on SmartVault to organize, protect, and scale their document workflows.
Schedule a 15-minute Demo
Have Questions? We’ve Got Answers.
How does SmartVault integrate with my tax software?
SmartVault integrates with leading tax software like ProConnect®, Lacerte®, ProSeries®, Drake®, and UltraTax CS® to streamline your workflow. You can print tax documents directly into SmartVault, where they’re automatically routed and organized into the correct client folders using SmartRouting. This eliminates manual filing, reduces errors, and saves valuable time during busy season.
Is SmartVault compliant with IRS and FTC regulations?
SmartVault uses enterprise-grade encryption (AES-256), SOC 2 Type 2 compliance, multi-factor authentication, granular user permissions, and detailed audit trails. We support IRS Pub 4557, the FTC Safeguards Rule, GLBA, HIPAA, and other key regulations.
Can clients eSign documents and upload directly into folders?
Yes! Clients can securely upload documents, review files, and eSign forms, like 8879s or engagement letters, from any device, including smartphones and tablets. No app required.
What kind of support and onboarding is available?
Every firm gets a dedicated onboarding experience, including guided setup, training resources, and one-on-one support. Our U.S.-based team is here to help with everything from data migration to folder templates to best practices.
