Elevated Client Engagement and Onboarding

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At a recent SmartVault webinar, Dawn Brolin of Powerful Accounting asked the audience of accountants about their onboarding process. A whopping 46% of them admitted something surprising: They don’t have one.

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Impress Clients (and Your Team) with Modern Processes
Create templated forms, engagement letters, quotes, and more that make the entire engagement and onboarding process straightforward, convenient, and impressive.
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Straightforward Workflows Save Time and Money
Build engagement letters and quotes, quickly share documents, and maintain consistent folder structures, empowering your firm to deliver better, faster service.
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Create Custom Engagement Letters, Forms, and Quotes
Develop an engagement letter, proposal, or form, then send it for review and signature. You can say goodbye to paper with a digital process that can be done remotely on any device.
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Make Document Collection a Breeze
Simplify document collection with templated lists and let clients securely upload documents into the client portal. The documents are automatically saved to the correct folders every time.
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Simplify Account Activation
Easy activation and a user-friendly interface make it super simple for clients to get into their portals, share documents, and find what they need. This paves the way for efficient document management and file sharing.
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Automate Internal Workflows
Create a standardized process and templates for folder structures, document request lists, engagement letters, and forms for each project, engagement, or client type. These templates and consistent processes help your team move faster while avoiding clerical mistakes and burnout.
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Manage Clients Effortlessly
Manage your clients – and maintain complete visibility – from a single dashboard, simplifying invitations, setup progress, and access management.
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Share Documents Online
Share tax forms and important documents while maintaining the highest levels of security. Clients appreciate the convenience of secure document exchange through SmartVault's intuitive portal, enhancing their overall experience.

What Our Customers Say

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!
Rhee Eliker Owner of Rhee Eliker, CPA, MBT
I would totally recommend SmartVault to other offices. It has so many perks for running an office smoothly - organizing client files, inviting clients to upload, getting notified of uploads. It's the first thing I sign into each morning to start working. SmartVault gets 6 stars out of 5 in my book!
Dania Amezcua One Stop Tax Service & Professional Help
We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.
Robert Paolini Paolini Financial Group, LLC
As the owner of PK Petrykowski CPA, serving over 220 clients across service businesses and individual tax clients, SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure. Now, with SmartVault's document management system and client portal, we've eliminated the need for one full-time employee dedicated to sorting paper documents, saving us valuable time and resources.
PK Petrykowski CPA Prudence Petrykowski
I love using SmartVault because it’s so organized and easy to use. SmartVault’s integrated document management system and client portal helps us provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault to other tax and accounting firms that are looking to securely work with clients online.
Diane Curtis Affiliated Financial Services

Frequently Asked Questions

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What are the differences between cloud document management and on-premise document management?
An on-premise document management system is hosted by a physical device or a piece of equipment you own. Think of your USB or portable hard drives, personal computers, local servers, or even file cabinets. With on-premise document management systems, your organization maintains ownership of how and where documents are stored, as well as offline management and access.

A cloud-based document management system eliminates the use of a physical device. In this case, the DMS stores documents and files in a hosting environment where a third party is responsible for maintaining safety and physical storage. The users only need is to upload files to the platform with the provider handling the rest. With cloud-based document management systems, your organization benefits from easy set up and maintenance remote access, enhanced data security and compliance, and more predictable costs.

What is a document management system (DMS)?
A document management system, also known as a DMS, is a system that allows you to easily store and access documents. A DMS can range from a portable hard drive to centralized local servers to a cloud-based document management software.
What does document management software do?
Document management software (also known as a document management system or DMS) allows companies to quickly and easily store, organize, access, and share documents.
Why is a document management system useful?
A DMS gives you and other approved users 24×7 access to your files from wherever you are located. If you use a DMS in the cloud, you can access your system from any internet browser. The DMS also makes it easier to securely share documents with your staff, clients, and third-party contractors. Users you approve, like your employees or clients, can also access and upload documents into your DMS.
What does a DMS control?
Cloud-based document management systems are built with security in mind, so they can encrypt data both during transit and at rest. The DMS lets you control who can access which documents. All data and information are stored and securely backed up.
How do you set up a document management system?
This depends on your unique needs. If you’re switching from a different DMS, you should partner with a vendor who can assist with migrating data, offers onboarding services, and more. This can make your DMS setup seamless.
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