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Product

Product View All Features >>

Create productive, modern workflows with document management, client portal, and secure file sharing solutions.

Document Management (DMS)

Cloud-based storage with organized workflows built for accounting firms.

Client Portal

Branded portal for document sharing, requests, and client collaboration.

SmartProposals

Price, propose, and get paid — all inside SmartVault.

Workflow Automation & Efficiency

Streamline document collection, approvals, and tax prep.

eSignature & Form Approvals

Collect signatures on tax documents, engagement letters, and approvals.

File Sharing & Access Controls

Encrypted document exchange with customizable permissions.

Unlimited Cloud Storage

Access and manage files from any device, anytime, with built-in compliance controls.

Document Collection & Requests

Request, track, and receive documents in one workspace.

SmartRequestAI^®

AI-powered document requests that ask the right questions at the right time.

Integrations

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Solutions

Solutions

Workflows and tools designed to simplify tax prep, client collaboration, and document security for accounting firms.

Workflows

Software Integrations

Sync instantly with Lacerte, ProSeries, ProConnect, UltraTax, Drake, and more.

Client Onboarding

Send engagement letters, collect documents, and onboard clients seamlessly.

Connected Tax Prep Workflow

Streamline your end-to-end tax prep workflow with SmartVault’s secure, automated solution.

Compliance & Audit

Track, secure, and retain documents to meet IRS, SOC 2 Type 2, and FTC compliance.

Industries

Accounting & Tax Firms

Tailored solutions for accounting professionals to manage client documents securely.

Financial Services

Secure document management for financial institutions, including banks and credit unions.

Legal Practices

Organize and protect sensitive legal documents with advanced security features.

Healthcare Providers

Ensure compliance with healthcare regulations through secure document handling.

Why SmartVault

The SmartVault Difference

More than file storage—built for accountants with a true DMS at the core.

How We Compare

See why thousands of accounting professionals choose SmartVault over these alternatives.

Security & Compliance

Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards.

Innovation & Roadmap

New features, AI automation, and the future of tax tech.

Your end-to-end tax prep workflow

Powered by SmartVault, every step.

Engage

Collect

Prep & Review

Deliver

Archive

5
Stages

1
System

0
Gaps

Learn How

How much time could you save?

See your firm's potential ROI in under 60 seconds.

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Pricing
Services

Services

Expert support, training, and migration services to help your firm maximize efficiency and security.

Training & Onboarding

Expert-led training to help your firm get up and running fast.

On-Demand Learning

Self-paced learning to master SmartVault on your schedule.

Data Migration & Setup

Seamless, secure migration from legacy systems with expert support.

Support & Customer Success

U.S.-based support and success coaching to keep your firm on track.

How Our Team Helps

Personalized guidance for optimizing workflows and onboarding clients.
Resources

Resources View All Resources >>

Unlock your potential with expert insights, success stories, and learning tools.

Blog & Articles

Industry insights, expert tips, and best practices for accountants. 

Case Studies

See how firms streamline tax workflows and improve efficiency. 

Guides & eBooks

Proven strategies, templates, and tools for firm success. 

Events & Webinars

Live and on-demand sessions covering industry trends and best practices.

Press & News

Company updates, product releases, and industry highlights.

Videos

Best practices, feature walkthroughs, and expert-led tutorials.

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Home
- Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
- Document Management (DMS)
- Client Portal
- SmartProposals
- Workflow Automation & Efficiency
- eSignature & Form Approvals
- File Sharing & Access Controls
- Unlimited Cloud Storage
- Document Collection & Requests
- SmartRequestAI^®
- View ALL Features
- Workflows
- Software Integrations
- Client Onboarding
- Connected Tax Prep Workflow
- Compliance & Audit
- Industries
- Accounting & Tax Firms
- Financial Services
- Legal Practices
- Healthcare Providers
- View ALL Industries
- Why SmartVault
- The SmartVault Difference
- How We Compare
- Security & Compliance
- Innovation & Roadmap
Pricing
- Expert support, training, and migration services to help your firm maximize efficiency and security.
- Training & Onboarding
- On-Demand Learning
- Data Migration & Setup
- Support & Customer Success
- How Our Team Helps
Support
Contact Us