Member Benefits Partner

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.

Schedule a 15-minute demo

IAB Exclusive Member Benefits

10% Discount

Claim 10% discount on a SmartVault subscription for as long as you're an IAB member!

Unlimited Storage

Never worry about hitting your storage limits again, with free, unlimited cloud storage across your SmartVault account.

50% Off Onboarding Services

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.

Branded Client Portals

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 Docs

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.

Streamlined Workflow

Integrations with software such as TaxCalc, QuickBooks, Xero, and Outlook reduces repetitive tasks, and template request docs allow a streamlined client onboarding process.