Power Up Your Workflows to Get More Done in Less Time

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for firms that provide professional services like accounting.
Solutions Role Partner Hero Img

Boost Firm Productivity through a Centralized Platform

SmartVault is a cloud-based document management system that allows accountants, business partners, and their teams to securely gather, store, and share all business and client documents with ease.

Work Efficiently From Anywhere Icon
Work efficiently from anywhere

SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.

Access Your Files Anytime With Ease Icon
Access your files anytime, with ease

Enjoy the convenience of working in the cloud without compromising on the security and productivity features that help you run your business smoothly.

Streamline Document Workflows Icon
Streamline document workflows

With a cloud-based storage solution you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Maximise Collaboration Icon
Maximize collaboration

Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.

Get Documents Signed Quickly Icon
Get documents signed quickly

With DocuSign integration, you can send a file to be e-signed, and have the signed document automatically routed back to SmartVault.

Protect All Documents And Data Icon
Protect all documents and data

SmartVault employs encryption and SSL technology to protect your documents, passwords, and interactions – whether in transit or at rest.

Streamline, Simplify, and Expedite Client Interactions

SmartVault makes it easy for business partners and their teams to collect, manage, prepare, and share all client and internal business documents securely online.

Gather, store, and share files securely, with ease

  • Scan, attach, and view documents in your important business apps
  • Request eSignature for critical documents with built-in DocuSign integration
  • Generate activity reports and get automated alerts so you never miss a beat

Gather Store And Share Files Img

Deliver a better customer experience with paperless workflows

  • Utilize scanning wizards to seamlessly convert paper documents to digital
  • Upload or drag-and-drop files to a cloud-based, online document portal
  • Restrict users from updating a file with auto check in/check out capabilities

Deliver A Better Customer Experience Img

Boost efficiency and client collaboration

  • Batch print and distribute tax organizers, statements, and returns to clients
  • Give clients the ability to serve themselves through an integrated customer portal
  • Send clients secure links to access their files easily

Boost Efficiency And Client Collaboration Img

See SmartVault in Action

Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.

Schedule A Demo

Switch to SmartVault to See Real Returns for Your Firm

I really feel that if we did not use SmartVault, we would struggle to scale our business and serve clients nationwide. In fact, it would not be possible.”
Daniel Aniegbuna CPA, CFEFounder Adachi Financial Services
Get Started Now

Open a free trial account to get started now.

Start Free Trial
See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

See A Demo