
Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
SmartVault makes it easy for accounting professionals to collect, manage, prepare, and share all your business and client documents securely online.
SmartVault was built from the ground up with accounting professionals in mind.
Give clients a secure, easy, and professional way to upload documents or download returns online from a branded client portal.
Built with bank-level security, all documents stored in and shared from SmartVault are encrypted for privacy – both during transit and while at rest.
Integrate SmartVault with apps like TaxCalc, Outlook, and more to streamline administrative tasks, save time, and focus on higher-level initiatives.
Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A Demo