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  • 866.674.6785
  • Support
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SmartVault
  • Product
    • Do not delete
      • Overview
    • Features
      • Online Document Storage
      • Client Portal
      • Secure File Sharing
      • eSignature
      • Request Docs
      • Docdown
      • Workflow Automation
      • Document Management System
      • Email Capture
      • Certified Vault
    • Integrations
      • TaxCalc
      • DocuSign
      • Intuit Lacerte
      • Intuit ProSeries
      • UltraTax CS
      • Rightworks
    • Security & Compliance
      • FTC
      • HIPAA
      • GDPR
      • FINRA
      • SEC
      • GLBA
      • CCPA
      • FAQs
    • How We Compare
      • Intuit DMS
      • Sharefile
      • eFileCabinet
      • OneDrive
      • MyDocSafe
      • IRIS Openspace
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      • Financial Services
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      • Credit Unions
      • Automotive
      • Construction
      • Education
      • Healthcare
      • Legal
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      • Real Estate
      • Retail
      • Other Industries
    • Solutions by Role
      • Accountants
      • IT
      • Office Managers
      • Business Owners
      • Partner
    • Solutions by Use Case
      • Implement a Paperless Office
      • Efficiency and Automation
      • Protect Client and Business Information
      • Transition to Cloud
      • Employee Well-being
      • Preparing for Tax Season
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Almost ready?

See How SmartVault Will Work for Your Organization

SmartVault is the easiest and most secure way for you and your staff to gather, store, share, and eSign documents in the cloud. We’re confident that you’ll agree — but why not take a closer look? We would be happy to give you a personalized tour and answer any questions you have. There’s no risk in learning more. Book your session today.
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Schedule a 15-minute Demo

Simplify How Your Business Works with Documents Online

Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution. Join the 30,000+ professionals who count on SmartVault to power their businesses each day.

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Implement online document storage that’s easy for everyone to use

Standardize and centralize your business documents with smart online document storage.

Ensure Security
Choose a system built with best-in-class security features

Make sharing files in the cloud easy and convenient, without compromising on security or compliance.

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Streamline collaboration through a branded, customizable client portal

Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.

Why wait another day?

You Could Be Streamlining Your Workdays, Collaborating Better with Clients, and Boosting Customer Satisfaction Today

Built with bank-level security, SmartVault offers a cloud-based client portal and document management system designed to help professional service businesses reduce costs, raise productivity, and deliver higher levels of service.

Boost business productivity through a centralized platform

  • SmartVault gives you a central document cloud storage solution for all your internal and client documents.
  • From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
  • Enjoy the convenience of working in the cloud without compromising on the security, compliance, and productivity features that help you run your business smoothly.

Make it easy for clients to share critical documents with your firm

  • Boost productivity and client satisfaction by securely sharing files and collaborating online through a customizable client portal.
  • SmartVault client portal software facilitates a secure, private, and authenticated online platform for you to gather documents, exchange information, and provide services to customers.
  • Choose client portal software that integrates seamlessly with the leading accounting, business, and other document-related applications.

“The ability to move files easily between different folders and clients and to bring documents into the folders using drag and drop or to save direct. File structures are easy to amend and customize for each client from the standard templates. Everything linked to the cloud storage. Excellent value for money.”
Tony K. Managing Director
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Book a 15-minute demo to see exactly how SmartVault can work for your business.

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