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.
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.
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
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
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
"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!"
Powerful Accounting Solutions
Key integrations for Accounting Pros
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
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!