What is SmartVault?
Go paperless with online document storage
Centralize your document workflow and go paperless with online document storage that's built for businesses.
Get lightning fast access to your documents in the cloud, with the speed and performance of a desktop app.
Print files to PDF and automatically save them to SmartVault from any application.
Full Text Search
Find the file you need, when you need it. Search on file names, tags, and even text within the file.
Digitize your documents quickly with one-touch scanner integration.
Set alerts to be notified when documents are uploaded or downloaded.
Automatic File Lock
When you open a file, it's automatically locked for editing to ensure you never overwrite data.
Access previous versions of files so you never lose history.
Access your files anytime, anywhere from a mobile device.
SECURITY & COMPLIANCE
ACCOUNTING & TAX
Customizable Folder Templates
Streamline your client onboarding process with customizable folder templates built for accounting pros.
Mail Merge and Email Templates
Distribute documents in bulk to one or all of your clients in a single step.
Automatically route files to the right folder for the right clients.