Client Portal & Secure File Sharing for Accountants

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for accountants and accounting firms.

Streamline Client Engagements for Accountants, Bookkeepers, and Tax Advisors

SmartVault was built from the ground up with accountants and tax advisors in mind.

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Work efficiently from anywhere

SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.

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Reduce paper-handling

Digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.

Simplify Document Collection
Simplify document collection

Make gathering documents and tracking document collection progress simple and straightforward with Request Docs.

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Maximize collaboration

Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.

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Get documents signed quickly

With DocuSign integration, you can send a file to be e-signed, and have the signed document automatically routed back to SmartVault.

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Boost client satisfaction

Work with clients who are happy to do business with you. Better position your team to delight customers and turn them into loyal fans.

Simplify and Expedite Customer Interactions through Your Branded Portal

SmartVault makes it easy for accountants to collect, manage, prepare, and share all your business and client documents securely online.

Collect, store, share, and eSign files with ease

  • Scan, attach, and view documents in your preferred tax and accounting apps
  • Request eSignature for all your documents with built-in DocuSign integration
  • Run activity reports and get automated alerts so you never miss a beat

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Provide better client experiences through paperless workflows

  • Use scanning wizards to convert paper to digital in one click
  • Upload or drag-and-drop files to an electronic document portal
  • Restrict other users from updating a file with auto check in/check out capabilities

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Maximize efficiency and client collaboration

  • Batch print and distribute tax organizers, statements, and returns to clients
  • Enable clients to serve themselves through an integrated client portal
  • Send clients secure links to access their files easily

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See SmartVault in Action

Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.

Schedule A Demo

See Why A Customizable Client Portal Is a Game-changer for Accountants

Switch to SmartVault to See Real Returns for Your Accounting Practice

There were three main items that sold me on SmartVault. SmartVault offers portals and a logical file structure, it’s cloud-based, and it offered extended convenience to my clients.”
Casey Lynch CPA
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Open a free trial account to get started now.

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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

See A Demo