Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
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.
Work efficiently from anywhere
SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.
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
Make gathering documents and tracking document collection progress simple and straightforward with Request Docs.
Maximize collaboration
Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.
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.
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
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
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
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 DemoSee 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
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo