Member Benefits Partner

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.

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AAT Exclusive Member Benefits

Free Migration & Training

Until December, get free document migrations (from your current document storage system) and free training for you and your staff.

Unlimited Storage

Never worry about hitting your storage limits again, with free, unlimited cloud storage across your SmartVault account.

Unlimited Client Vaults

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.

Branded Client Portals

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 Docs

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.

Streamlined Workflow

Integrations with software such as TaxCalc, QuickBooks, Xero, and Outlook reduces repetitive tasks, and template request docs allow a streamlined client onboarding process.