Speed Up
and Simplify
Your Workflow

Collect, manage, prepare and
share all firm and client files.

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Starts at $40 / employee / month (billed annually)
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SmartVault for Accountants. Try it free for 30 days

It's our Business to Help Grow your Business

Built from the ground up for accountants and bookkeepers

SmartVault is designed to streamline workflows and meet the unique security and compliance needs of accounting professionals.

Your documents are secure and always available

SmartVault provides industry standard security measures such as bank-level encryption, two-factor authentication, access controls and auditing to support compliance with GLBA, FINRA, HIPAA and SEC requirements.

We are passionate about serving our customers

We will work hard to make sure every interaction you have with SmartVault is a great experience. From knowledgeable trainers to a dedicated Customer Success team – we will ensure you have a successful SmartVault journey.

“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.”

More Customer Stories

More than 11,000 accountants shared documents and tax returns with over 350,000 of their clients last year with SmartVault.

Demo: Get to Know SmartVault Accountants!

Learn how SmartVault can save you time by reducing manual, repetitive tasks so you can focus on higher value activities.


Security & Compliance

Learn how SmartVault supports compliant workflows for:

News & Awards

SmartVault Wins Accountex 2017 User Favorite Award!

Check out
the 2017 pics


Easy for your firm and your clients to get documents into SmartVault.

Easily upload or drag & drop files to an electronic inbox

Increase efficiency by having clients or staff scan or drag and drop files into SmartVault for later processing.

Instantly scan and upload documents to the cloud

Use simple scanning wizards to scan and upload documents to SmartVault from any TWAIN scanner. Get one-click scanning with special integrations with select Canon and Fujitsu scanners.

Drag and drop files directly from Outlook to SmartVault

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.

Find, view, edit and share documents with speed and efficiency

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.

Simplify the process for adding new clients

Out of the box customizable templates let you automatically create folders, users, security permissions and workflow rules.

Scan, attach and view documents in your accounting app

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.

The fastest, most secure way to get documents signed online

Use SmartVault's e-signature solution, powered by DocuSign, for all documents, including IRS forms 8878 and 8879, which require KBA for compliance

Save time with auto check in / check out of files

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.

Run audit reports and get automated alerts

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.

Batch print and distribute
financial statements to clients

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.

Distribute documents in bulk – email 5, 50 or 500 clients in one easy step

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.

Securely backup and share your QuickBooks data file

If you're using QuickBooks desktop, you can use SmartVault to safely backup and send your QuickBooks company files to clients or staff.

Accountants Rate Us on Apps.com

Let SmartVault help you automate your routine, repetitive
tasks, so you can focus on what’s important... your clients.

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