Accounting Professionals

Rated #1 for accounting professionals

Streamline the process of collecting source documents from clients, organizing client data and securely sharing files with staff and clients.

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 Features Accounting Pros ♥

SmartVault was built from the ground up with accounting professionals in mind.

Integrated Platform

One place to securely store, manage and share all your files. Integrated with apps you love.

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Branded Client Portals

Give your clients a secure, easy, and professional way to collaborate with you in the cloud.

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Streamlined Workflow

Reduce time spent on repetitive tasks and focus on activities that bring more value to your business.

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"We tripled our productivity this tax season by connecting SmartVault, Lacerte and DocuSign and have reduced the number of clients on extension by 75%! Honestly, this tax season was the smoothest I've experienced in 20 years!"
Dawn Brolin
CPA, CFE
Powerful Accounting Solutions
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How It Works

Streamline your workflow with SmartVault

SmartVault makes it easy to collect, manage, prepare and share all of your firm and client documents.

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Increase productivity with a paperless workflow

  •  Upload or drag & drop files to an electronic inbox
  • Use scanning wizards to convert paper to digital in one click
  • Drag & drop files directly from Outlook to SmartVault
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One platform to easily manage, share and e-sign files

  • Find, view, edit and share documents easily
  • Scan, attach and view documents in your accounting app
  • Request eSignature for all your documents with one click
  • Restrict other users from updating a file with auto check in / check out
  • Run activity reports and get automated alerts so you never miss a beat
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Save time and improve client collaboration

  • Batch print and distribute tax organizers, statements and returns to clients
  • Allow clients to self serve with an integrated client portal
  • Easily send your client a secure link for easy access to a file

Key integrations for Accounting Pros

QuickBooks

Integration with the #1 accounting app

  • Scan and attach documents directly to entries in QuickBooks
  • Run the QuickBooks reporting tool to verify whether transactions have a source doc attached
  • Back up and share your QuickBooks company file easily and securely

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SmartVault is the industry standard. There is no other product like it… I can’t imagine having an efficient and profitable bookkeeping practice without it!
Gabrielle Fontaine
Professional Bookkeeper
BookkeepingDirect.com

Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

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