Secure File Sharing in the Cloud
SmartVault makes it easy to securely share files with clients, colleagues, and auditors, while maintaining full control over who sees what and when.
Why Accountants Trust SmartVault to Share and Secure
Secure, Encrypted Sharing
Role-Based Access Controls
Centralized Collaboration
Eliminate the Risk & Chaos of Disconnected File Sharing
- Emails getting forwarded or accessed by the wrong person
- Clients unsure of where to send or find their files
- No visibility into who accessed what or when
- Version confusion across disconnected folders
- Compliance and audit concerns with legacy file-sharing apps
Asher Please
Accounting Manager,
Office Service Solutions, Inc.
Everything You Need for Secure Sharing & Smart Controls
- Share files securely via SmartVault without risky attachments
- Control file access by user, role, folder, or project
- Expiring links, password protection, and user verification
- Real-time notifications when files are accessed or uploaded
- Audit logs to support IRS, FTC, and GLBA compliance
- Mobile and desktop access for anytime collaboration
- Unlimited client users and collaborators on every plan
Secure Sharing Designed for Accounting Firms
- Built-in audit trails, encryption, and permission controls
- Shared folders, role-based vaults, and unlimited client access
- Replaces risky emails, file drives, or free cloud tools
- Fully compliant with IRS Pub 4557, FTC Safeguards Rule, GLBA
- SOC 2 Type 2 Compliant and designed for firm-wide transparency
Ready to Secure File Sharing for Your Firm?
Give clients and staff a better way to access, upload, and collaborate on sensitive documents, with controls built for compliance.
Schedule a 15-minute Demo
Have Questions? We’ve Got Answers.
Can I prevent clients from seeing internal folders?
Yes. SmartVault gives you full control over which folders are visible to each user.
What if a client uploads something to the wrong place?
You’ll get a notification and can easily move or rename it. Better yet, use pre-set folders to guide them.
Are file links secure?
Absolutely. SmartVault uses SOC 2 Type 2 compliant encryption, password protection, and optional expirations for links.
Can I give limited access to an outside auditor?
Yes. You can set read-only or view-only access, restrict to specific folders, and revoke access at any time.
