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Online Document Management & File Sharing Integrations
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  • 866.674.6785
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  • Product
    • Do not delete
      • Overview
    • Features
      • Online Document Storage
      • Client Portal
      • Secure File Sharing
      • eSignature
      • Request Docs
      • Docdown
      • Workflow Automation
      • Document Management System
      • Email Capture
      • Certified Vault
    • Integrations
      • TaxCalc
      • DocuSign
      • Intuit Lacerte
      • Intuit ProSeries
      • UltraTax CS
      • Rightworks
    • Security & Compliance
      • FTC
      • HIPAA
      • GDPR
      • FINRA
      • SEC
      • GLBA
      • CCPA
      • FAQs
    • How We Compare
      • Intuit DMS
      • Sharefile
      • eFileCabinet
      • OneDrive
      • MyDocSafe
      • IRIS Openspace
  • Solutions
    • Solutions by Industry
      • Accounting
      • Financial Services
      • Community Banks
      • Credit Unions
      • Automotive
      • Construction
      • Education
      • Healthcare
      • Legal
      • Manufacturing
      • Real Estate
      • Retail
      • Other Industries
    • Solutions by Role
      • Accountants
      • IT
      • Office Managers
      • Business Owners
      • Partner
    • Solutions by Use Case
      • Implement a Paperless Office
      • Efficiency and Automation
      • Protect Client and Business Information
      • Transition to Cloud
      • Employee Well-being
      • Preparing for Tax Season
  • Pricing
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    • All Resources
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    • eBook
    • FAQs
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Online Document Management & File Sharing Integrations

Create streamlined workflows through simple, strong integrations with apps your business relies on. Maximize efficiency and collaboration by connecting any of the apps below to SmartVault as a strategic integration.
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Results Crm Logo
Results CRM
  • CRM
Method Crm Logo
Method CRM
  • CRM
Acctivate Logo
Acctivate
  • Inventory Management
Scansnap Logo
ScanSnap Scanners
  • Document Scanning
Image Formula Logo
Canon imageFORMULA
  • Document Scanning
Insynq Logo
InsynQ-CPAASP
  • Hosting Providers
Right Networks Logo
Right Networks
  • Hosting Providers
Cloud9 Real Time Logo
Cloud9 Real Time
  • Hosting Providers
Swizznet Logo
Swizznet
  • Hosting Providers
Skylinelogo
Skyline
  • Hosting Providers
Spring Ahead Logo
Spring Ahead
  • Time & Expense
Tallie Logo
Tallie
  • Time & Expense
Nexonia Logo
Nexonia
  • Time & Expense
Outlook Logo
Microsoft Outlook
  • Email
File This Logo
File This Pro
  • Document Fetching
Hubdoc Logo
Hubdoc
  • Document Fetching
Ledgersync Logo
Ledgersync
  • Document Fetching
Docusign Logo
DocuSign
  • eSignature
Xero Logo
Xero
  • Accounting
Freshbooks Logo
FreshBooks
  • Accounting
Thomson Logo
UltraTax CS
  • Tax Prep
Wolters Logo
Wolters Kluwer
  • Tax Prep
Drake Logo
Drake
  • Tax Prep
Proseries Logo
ProSeries
  • Tax Prep
Lacerte Logo
Lacerte
  • Tax Prep
Intuit Quickbooks Logo
QuickBooks
  • Accounting
Taxcalc Logo
TaxCalc
  • Tax Prep
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We tripled our productivity this tax season by connecting SmartVault, Lacerte, and DocuSign and have reduced the number of clients on extension by 75%! Honestly, this tax season was the smoothest I’ve experienced in 20 years!”
Dawn Brolin CPA, CFE Powerful Accounting Solutions
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