Document Management & Client Portal Built for Accounting Firms

Automate every step, from client engagement to document archiving.

• Engage: Kick off tax season with branded client communications, ready-to-use folder templates, and preloaded engagement letters.
• Collect: Easily request documents using templates, auto-reminders, and a secure client portal that works from any device.
• Prep & Review: Auto-route files into the correct folders, maintain naming consistency, and eliminate version control headaches.
• Deliver: Send returns through a secure client portal and collect eSignatures with KBA and built-in compliance.
• Archive: Lock down finalized files, maintain an audit trail, and stay organized for retention and future reference.

• Custom folder templates built for tax prep, bookkeeping, or audit workflows
• Integrated client portal with secure 24/7 access
• Built-in eSignatures for 8879s, POAs, and engagement letters
• Form fill tools for digital, reusable templates
• Version history, audit logs, and automatic document labeling
• Unlimited storage and unlimited guest users with no nickel-and-diming
• SOC 2 Type 2 Compliant and enterprise-grade encryption
• Integrations with Intuit (Lacerte, ProConnect, and ProSeries), UltraTax CS, Drake, and more

SmartVault was designed with accountants and tax pros in mind, not as an afterthought or add-on.

• Works seamlessly with your tax software, practice management tools, and workflows
• Provides peace of mind with airtight security and compliance alignment
• Enables self-serve client access so you and your team can get out of the weeds
• Scales with your growth without the surprise fees or headaches of generic tools
• Backed by U.S.-based support, onboarding, and extended tax-season hours

But SmartVault can.

Many firms rely on practice management software to track tasks and manage workflows, but these tools are not built to handle the complexities of document security, storage, and client collaboration. That’s where a true Document Management System comes in.

SmartVault serves as your firm’s centralized, secure document hub. It integrates with your tax and accounting software, supports compliance with IRS and FTC regulations, and makes it easy to organize, share, and archive client files.

Without a dedicated DMS, firms often face version control issues, scattered storage locations, and risky file-sharing practices. SmartVault gives you the structure, security, and automation your PM tool can’t deliver.

Built for accountants. Essential for growth.

Streamline the entire “Collect” phase of tax prep with intelligent automation built for accounting professionals.

SmartRequest AI simplifies client intake by using prior-year returns to generate a custom questionnaire and document request list. Clients upload source documents through a clean interface, and SmartVault organizes everything into a formatted workpaper that is ready for tax prep.

Quick Workflow Highlights:

• Upload prior year returns in bulk or one at a time
• AI-generated DRL and questionnaire tailored to each client
• Modern client portal for secure upload and firm collaboration
• Formatted workpaper with source docs neatly compiled
• Files ready for import into your tax prep software