BUILT FOR ACCOUNTANTS
Document Management & Client Portal Built for Accounting Firms
SmartVault is the document management and client engagement platform built for accounting firms, so you can save time, scale faster, and keep every file and form audit-ready.
Why SmartVault?
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.
Simplify Document Chaos
Ditch messy folders, clunky systems, and manual file-chasing. SmartVault centralizes and organizes everything.
Automate Client Collaboration
From collecting docs to eSignatures and delivery, make the client experience seamless, secure, and professional.
Scale with Confidence
Handle more clients and documents without slowing down. Scale with unlimited storage, streamlined workflows, and built-in compliance.
With SmartVault
Clients submit documents through a secure, standardized portal with guided workflows
Automated reminders and intuitive organization eliminate document hunting and follow-ups
Purpose-built document management integrates seamlessly with your existing PM software
Built-in compliance features and audit-ready organization provide peace of mind
Scalable infrastructure grows with your business without additional overhead
Without SmartVault
Clients send documents via email, text, or walk-ins with no standard process
Your team wastes hours chasing down forms, signatures, and missing files
Practice Management software tries to do it all, but doesn’t excel at document management
Compliance and audit prep feels risky and reactive
Your tech stack isn’t built to scale with your growth
We're now 100% paperless, working 100% in the cloud. SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.
Robert J. Paolini
Paolini Financial Group
Everything Accounting Firms Need. Nothing They Don’t.
- Custom folder templates built for tax prep, bookkeeping, or audit workflows
- Integrated client portal with secure 24/7 access
- Built-in eSignatures for 8879s, POAs, and engagement letters
- Form fill tools for digital, reusable templates
- Version history, audit logs, and automatic document labeling
- Unlimited storage and unlimited guest users with no nickel-and-diming
- SOC 2 Type 2 Compliant and enterprise-grade encryption
- Integrations with Intuit (Lacerte, ProConnect, and ProSeries), UltraTax CS, Drake, and more
Built for Accountants. Backed by Results.
SmartVault was designed with accountants and tax pros in mind, not as an afterthought or add-on.
- Works seamlessly with your tax software, practice management tools, and workflows
- Provides peace of mind with airtight security and compliance alignment
- Enables self-serve client access so you and your team can get out of the weeds
- Scales with your growth without the surprise fees or headaches of generic tools
- Backed by U.S.-based support, onboarding, and extended tax-season hours
I implemented SmartVault to ensure our documents are securely backed up and accessible from anywhere. But the real surprise has been the substantial productivity gains. I can quantify the impact: SmartVault has saved our firm $150,000 per year.
Eric L. Green, Esq.
Tax Rep Network,Green & Sklarz LLC
