Financial Services

Protect your clients' financial data and stay in compliance

Move work forward with a paperless workflow and a platform that helps you achieve compliance with industry regs like FINRA and GLBA. 

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Features Finance and Accounting Pros ♥

Online Document Storage

All your finance and accounting files in one central location, secure and available 24/7 from the office or the field.

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Secure File Sharing

Streamline collaboration with secure sharing of receipts, invoices and other finance and accounting documents with clients.

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Send documents for digital signatures, approvals, and payment, and route them back to SmartVault automatically.

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How It Works

Increase collaboration with SmartVault

Streamline your internal processes while staying compliant with industry regulations and improving your client experience.

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Increase collaboration and meet compliance standards

  • Give clients always-on access to files with a secure, branded client portal
  • Get bank-level security, without the big-budget price tag
  • Run activity reports to see who accessed what file and when
  •  Meet compliance with industry regs like HIPAA, FINRA, SEC, and more
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Standardize workflows to increase business efficiency

  • Get customizable templates for creating folders, users and security permissions
  • Request electronic signatures on any document in one click
  • Get automated alerts when staff or clients upload or view a document


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Centralize all firm and client documents in one place

  • Upload and access documents from the office or a remote location
  • Easily scan, upload or drag and drop documents to SmartVault
  • Integrate with market leading accounting, tax and productivity apps

"SmartVault is a very robust system, but it's also user-friendly. I feel confident that SmartVault will continue to be an ideal partner, keeping us in compliance with SEC/FINRA document storage and security regulations while also helping us build a more collaborative work environment."

Sadie Millard
Academy Securities

Seamless integration with the apps you love

QuickBooks Document ManagementMicrosoft Outlook Logo - SmartVault Outlook PluginDocuSign LogoimageFORMULA logoDocument Management for Salesforce
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Over 20,000 business and accounting professionals trust SmartVault to store and share their documents


"As soon as I saw what [SmartVault] could do in terms of collaborative workflow and making it so easy to share files with the simplicity of a secure link, I knew we had to have it... I loved it so much I was willing to fight for it when I went back to our firm's partners with our proposal for implementing the new solutions I had vetted."

Pauline Sullinger
Director of T.A.S.C.
Miller Grossbard Advisors

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Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

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