“SmartVault is hands-down the most intuitive document management and portal solution available to the accounting profession.”
“I estimate that we easily saved about 15 minutes per tax return. If I multiply this by 2,500 returns, I would say that we saved about $10,000 in labor costs. And that’s a big win!”
“SmartVault is the future of the profession. All-digital is where firms should be. It's certainly where we want to be. ”
“SmartVault simplifies what could have been a highly complex document sharing process, and that is pure gold to a firm dedicated to reaching a state of complete virtualness.”
“SmartVault is very important in attracting the right clients to my firm. It offers the advanced technology my business clients want to securely access, share, and store their financial documents.”
“Working within an online system has helped me streamline workflow and boost efficiency ... I was able to transition from hourly billing to fixed fees.”
“SmartVault was the right client portal solution, all around. It's a highly secure platform for sharing documents in the cloud and is easy to implement and learn.”
“We all love SmartVault. All the source docs are attached within QuickBooks, so the information is always at our fingertips. We are so much more efficient now. I could never go back to the old way of working.”
“SmartVault has helped to bolster my professional image... it makes my firm look exceptionally tech savvy and progressive, allowing me to offer advanced online services like the big firms do. The technology makes all the difference! ”
“There is so much value in this integration. Every source document is attached to an entry in QuickBooks, so we can access files from either system any time and from anywhere.”
Learn how SmartVault can save you time by reducing manual, repetitive tasks so you can focus on higher value activities.
SmartVault Wins Accountex 2017 User Favorite Award!
Easy for your firm and your clients to get documents into SmartVault.
Increase efficiency by having clients or staff scan or drag and drop files into SmartVault for later processing.
Upload attachments or entire emails to SmartVault. Request files from clients and convert email attachments to secure links ‐ all from Outlook.
Easy to find, edit and share files ‐ even easier to add new clients to SmartVault.
Firm and client documents are at your fingertips. Search, sort and find files quickly and send secure links to files – all from the SmartVault Connected Desktop.
Out of the box customizable templates let you automatically create folders, users, security permissions and workflow rules.
Scan and attach source files directly to entries in QuickBooks, Xero or FreshBooks. Stay audit ready – and find the files you need when you need them.
Print and automatically route files to the right folder in SmartVault from any app.
Use SmartVault's e-signature solution, powered by DocuSign, for all documents, including IRS forms 8878 and 8879, which require KBA for compliance
File locking restricts other users from being able to move, edit or delete the file. After the edits are complete, the file is automatically unlocked – no manual check in / check out to slow you down.
Automatic alerts notify when files are ready to be viewed. Audit reports let you track employee and client activity – an important process for meeting compliance requirements.
Secure, compliant file sharing plus email templates for
fast, efficient distribution of documents.
Save time by automating the distribution of monthly financial statements to clients. Increase client collaboration with the new SmartVault Dashboard where you can easily view the different states.
Using powerful mail merge technology and custom email templates, you can send customized emails to your clients in one easy step. Huge time saver when distributing financial statements, organizers and final returns.
If you're using QuickBooks desktop, you can use SmartVault to safely backup and send your QuickBooks company files to clients or staff.