One Client. Every Account. One View.
Effortlessly Connect and Navigate Related Client Accounts
Less Chasing. More Advising.
Stop Searching for Files
Reach any document across a client's entities in a few clicks, without opening each account separately.
Spot What's Missing Faster
See every related account at a glance, so gaps and outstanding items are easier to spot when you open the client.
Prepare for Audits Faster
Pull reports across the whole group in one pass, so fewer items get overlooked.
Control Who Sees What
Role-based permissions scale as the client group grows, so the right people see the right files.
Built for Clients With More Than One Entity
Family Businesses
Parent Companies & Subsidiaries
Personal + Business Owners
Why 30,000+ accounting professionals trust SmartVault
“SmartVault has streamlined our operations dramatically. We see great gains in efficiency internally, especially in client communications.”
Christa Skoupy, CPA
Auxilia Accounting
“SmartVault completely transformed how we manage documents and workflows. Clients upload files directly into a secure portal, and everything is automatically organized.”
Nick Boscia, CPA
Boscia & Boscia
“It’s so quick and much more efficient than what we used to do. My team doesn’t have to manually pull pages or chase files anymore.”
John Coleman, CPA
Commonwealth Business Services
Have Questions?
We’ve Got Answers.
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What is Linked Clients?
Linked Clients is a SmartVault feature that connects related client accounts into one interconnected view. It lets you navigate between linked accounts easily and see complex client relationships in one place.
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How does Linked Clients benefit firms?
Linked Clients offers several key benefits:
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- Saves time by reducing file search and navigation
- Improves organization of complex client structures
- Enhances team collaboration and oversight
- Makes compliance and reporting easier across linked accounts
- Increases productivity, especially during busy periods like tax season
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How is this different from using folders or tags?
Folders and tags organize documents inside a single account. Linked Clients connects separate client accounts to each other, so you can see how a client’s entities relate and move between them directly. It works alongside your folder structure, not instead of it.
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How does Linked Clients maintain data security?
You can set specific permissions for viewing, editing, downloading, or sharing documents within linked accounts, ensuring that sensitive information remains protected.
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Can I use Linked Clients for non-accounting businesses?
Yes. It can be used by any business managing complex client relationships. For example, a property management company could link multiple properties owned by the same client.
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How does Linked Clients improve compliance and reporting?
By providing a comprehensive view of interconnected clients, Linked Clients helps ensure no critical information is overlooked during audits or financial consolidations. It also allows for easier generation of comprehensive reports across linked client accounts.
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Is Linked Clients available on all SmartVault plans?
Linked Clients is included on the Accounting Pro and Accounting Unlimited plans.
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Is there a learning curve to using Linked Clients?
Linked Clients is designed to be intuitive and user-friendly. Most users find they can start benefiting from the feature immediately. SmartVault also provides documentation and support to help you make the most of this feature.
See Linked Clients in Action
Manage Complex Clients With Confidence
Practical playbooks and guides for connecting client accounts, organizing multi-entity structures, and keeping every related file within reach.
