Association of Accounting Technicians
Rated as a top cloud-based document management & client portal solution for accountants, SmartVault helps AAT Members become more productive by streamlining the way you collect, share, and organize documents.
AAT Exclusive Member Benefits
Until December, get free document migrations (from your current document storage system) and free training for you and your staff.
Never worry about hitting your storage limits again, with free, unlimited cloud storage across your SmartVault account.
Set up as many client vaults as you need, for free. SmartVault grows with your firm, with no limit on the number of guest accounts you can set up.
Features for Bookkeeping Firms
SmartVault was built from the ground up with bookkeepers in mind.
Give clients a secure, professional and easy way to upload or download documents online using a client portal. Available to embed onto your website at no extra cost.
Request multiple documents from multiple clients quickly and easily, then track the status of your requests or send reminders via an easy-to-use dashboard.
SmartVault has become an integral part of the success of my businessJoyce O’Leary MCIPP, MIAB River Bookkeeping & Payroll Ltd