Document Request & Collection Software for Accountants
Eliminate the back-and-forth. SmartVault’s Request Docs makes it easy to collect the right documents from clients while avoiding delays, confusion, and constant follow-ups.
Control Access. Share Securely. Work Efficiently.
Protect sensitive documents, control access, and keep everyone on the same page with secure, centralized tools that simplify client communication and internal teamwork.
Secure, Encrypted Sharing
Role-Based Access Controls
Centralized Collaboration
Why Firms Rely on Request Docs
Purpose-built for the document chaos accountants face every day.
Get Documents on Time
End the Email Chase
Know What’s Missing
Stop Wasting Hours Chasing Client Files
Common frustrations that slow down your firm and leave clients confused.
- Endless back-and-forth emails
- Missing or incomplete documents
- Unsecure file uploads or sharing via email
- No clear audit trail or submission history
- Clients confused by what’s needed—and when
Nick Boscia
Boscia & Boscia P.C.
Simple. Secure. Smart.
Automate filing, simplify signatures, and securely collaborate—all from a single platform designed to streamline every step of the tax prep process.
Step-by-Step Visual Workflow:
Packed with Features That Eliminate Admin Time
Everything you need to streamline the document intake process—nothing you don’t.
- Send to one client or thousands—bulk request supported
- Customize checklists by engagement or document type
- Client uploads go straight to the right folder
- Track and manage submissions in one dashboard
- Real-time notifications when files are uploaded
- Client portal access is included—no extra tools needed
- Enterprise-grade encryption and version control built in
Made for Accountants Who Are Done Wasting Time
A secure, built-in request system that works the way accountants do.
Secure & Compliant
Built-In Efficiency
One Tool, All the Pieces
Have Questions? We’ve Got Answers.
Can I send requests in bulk?
Yes! You can send customized request templates to hundreds of clients at once.
Do I need to train clients?
Not really – clients get a link, upload files, and they’re done. It’s built to be intuitive for every generation.
What if a client forgets to upload?
SmartVault sends automated reminders and alerts you if a file is still missing.
Are uploads secure?
Yes! SmartVault uses enterprise-grade encryption and meets SOC 2 Type 2 compliance standards.
Can I create my own request templates?
Absolutely. Customize them by service type, form set, or tax entity.
Ready to Secure File Sharing for Your Firm?
Give clients and staff a better way to access, upload, and collaborate on sensitive documents—with controls built for compliance.
