Pennsylvania Institute of Certified Public Accountants
Rated as a top cloud-based document management & client portal solution for accountants, SmartVault helps PICPA Members become more productive by streamlining the way you collect, share, and organize documents.
IAB Exclusive Member Benefits
PICPA members will enjoy a 15% off for the lifetime of your SmartVault subscription. That's hundreds of dollars in annual savings for your firm.
Transition into SmartVault with total ease and peace of mind when you sign up for our onboarding training & setup package and receive 50% off for this white-glove service. It's a must-have for busy firms.
Start saving time and money by requesting and receiving signatures from clients digitally. You can connect your current DocuSign account or create a new one easily from our portal.
Features for Accounting Pros & CPA Firms
SmartVault was built from the ground up with accounting professionals 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.
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
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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