Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
TaxCalc Integration
SmartVault is the only file-sharing portal integrated with TaxCalc, allowing you to securely store and send documents to your clients. To learn how to set up SmartVault and TaxCalc to work for your company, schedule a demo.
Pair TaxCalc with the Best Document Management Solution
Comprising powerful tax, accounts, VAT, and practice management solutions, every product is precision-engineered to future-proof your practice. Document Manager powered by SmartVault provides a GDPR compliant document storage and file-sharing portal for you to collaborate with your clients in a secure, professional way.
Document Manager is built for accountants, with productivity features including automatic alerts when files are uploaded or downloaded by clients, and file locking when editing to improve internal collaboration. Book a demo with our product experts to find out more.
Maximize workflow efficiencies
Give your firm to access, store, manage, and share client documents remotely and securely through one, simple-to-use solution.
Automate manual tasks
You can scan, drag-and-drop, or upload documents directly to SmartVault, then auto-file or distribute documents to clients with ease.
Collaborate with clients
Securely exchange files and interact with clients through a web interface customized with your firm’s brand identity.
Send documents with ease
Document Manager integrates TaxCalc and Outlook (for Windows) for seamless communication and document storage.
Simplify client engagements
TaxCalc integration allows you to request documents from your clients and route files to the right folders for the right clients automatically.
Maximize security
With Document Manager powered by SmartVault, you can collect, store, and share files with bank-level security.
Take It From Our Customers
This saves so much time by allowing us to move documents directly from TaxCalc into SmartVault and have them auto-route to the right folder. I wouldn’t use anything else. Possibly the most seamless cloud-based solution for accountants.”Christos Liondaris Managing Partner Liondaris & Co, Barnet, UK
Thousands of Businesses Have Already Made the Switch
“A great, secure portal. The portal is safe and secure. It interfaces with other online tools we use.”
“SmartVault is great for us, as we have multiple clients of which need multiple people and vendors to have access to their info, but not have…
“One of the best online document storage tools. The best thing is the secure file sharing capability.”
“The best cloud-based file sharing software, with high bank level security, that I have ever used.”
“Simplest way to store files online. The storage and file-sharing service of the device are is very efficient.”
“SmartVault is great for bookkeepers. All the statements and reports I need to keep each of my clients’ books are kept in order, …
“The easiest way to keep employees in the know on anything and everything. SmartVault keeps our internal information safe, orderly…
“I like this company. I love the fact that SmartVault organizes all of my documents.”
“Very secure, scalable, affordable. Great cloud content management solution for business.”
“It is probably best tool for online document storage and files.”
Pair TaxCalc with SmartVault and Never Look Back
Dedicated to Your Success
Our experienced and dedicated customer success team is standing by to ensure your transition to SmartVault is smooth.
Zero Service Disruptions
During the last tax season, SmartVault had zero unplanned service disruptions. Can you say the same for your current solution?
Our Future Together Is Bright
More than ever, we’re dedicated to working with our customers and providing them valuable features and updates.
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See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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