SmartVault Acquires SmartPath Intelligent Pricing Platform. LEARN MORE.

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Your Document Management and Client Portal Powerhouse

Document management lets you share, request, and manage documents, engagement letters, PDF forms, proposals, signatures, and more. Our client portal makes it simple for clients to work with you. All 100% securely in the cloud with 24/7 anytime, anywhere access.
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Millions of People Rely on SmartVault

SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of signatures.
3 Million+
500 Million+
15+ Years

Connect Your Entire Document Workflow

Many companies claim to understand the accounting industry but fail to provide adequate tools for your entire workflow. Why? They lack genuine industry knowledge and actual integrations. Our 15+ years of relentless accounting focus—how we get you, your workflows, and your challenges—drive every aspect of our platform.

Enjoy Seamless Integration with Your Preferred Business and Accounting Apps

Why 30,000 Accounting and Business Professionals Trust SmartVault

Since we implemented SmartVault we have seen benefits both internally, with our workflows and efficiencies and how we produce our accounts, and more importantly externally, and how we interact with our clients.
Steve Price Director BWP Inspire
I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault … I used to ‘survive’ during tax season. I now operate much more efficiently.”
Michael Yuda CPA Michael J Yuda, CPA
I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”
Anne Rosa Owner Anne Rosa, CPA
Using SmartVault means that I don’t have to be at my clients’ offices, and I can access what I need from anywhere. It truly is the ideal way to run a bookkeeping business—and to keep it running no matter what happens.
Joyce O’Leary Director River Bookkeeping & Payroll, Ltd.
We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money.”
Robert Laundry CPA Robert Laundry, CPA
The fact that SmartVault is completely integrated with our tax software, TaxCalc, means that this tax season is going to be a lot smoother and we’ll reap significant time savings, too.
Robin Johnson Owner TaxAssist Accountants Norwich North
The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files.”
Latoya Jablonski Partner Stearns Furniture
We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great.”
Jim Roberge CPA Partner Karr & Boucher, PLLC
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See SmartVault in Action

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