Institute of Accountants & Bookkeepers
Rated as a top cloud-based document management & client portal solution for accountants, SmartVault helps IAB Members become more productive by streamlining the way you collect, share, and organize documents.
IAB Exclusive Member Benefits
Claim 10% discount on a SmartVault subscription for as long as you're an IAB member!
Never worry about hitting your storage limits again, with free, unlimited cloud storage across your SmartVault account.
Including document migration and team training (worth approx. £250 to £500)
Features for Bookkeeping Firms
SmartVault was built from the ground up with bookkeepers in mind.
Give clients a secure, professional and easy way to upload or download documents online using a client portal. Available to embed onto your website at no extra cost.
Request multiple documents from multiple clients quickly and easily, then track the status of your requests or send reminders via an easy-to-use dashboard.
SmartVault has become an integral part of the success of my businessJoyce O’Leary MCIPP, MIAB River Bookkeeping & Payroll Ltd