Standardize and digitize how you collect, manage, and share documents with software that’s built for your unique security, compliance, and workflow needs. SmartVault empowers you to work smarter with unlimited storage and guest users, so it scales as your business grows. Plus our security measures and access controls protect your data with the highest standards.
SmartVault lets you and your clients upload, access, delete, and share files from any web-enabled device. With a click of a mouse, you can send clients—whether it’s one, twenty, or a thousand—an email requesting exactly what you need and receive a notification when they complete that request. With SmartVault’s autofiler, you don’t have to worry about chasing emails or manually saving documents to the right place. SmartVault takes care of that for you.
A custom-branded, online portal gives your clients a secure, easy, and professional way to collaborate with you from wherever they’re located. It’s easy to invite clients to the portal, and they can access the portal directly from your website. Customizable folder templates automatically put the right folders in each client portal, making onboarding a breeze.
Integrate with the leading accounting and tax applications you already use and trust like Lacerte, ProSeries, QuickBooks, and more. SmartVault has a desktop app too, so you can access everything through your browser or Windows File Viewer.