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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.

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Why Accountants Trust SmartVault to Share and Secure

Secure, Encrypted Sharing

Protect sensitive documents with links that expire, require authentication, and log every access.

Role-Based Access Controls

Control who can view, edit, or upload files, whether they’re clients, staff, or third parties.

Centralized Collaboration

One source of truth for your entire firm and every client, with no more hunting across email threads or desktop folders.

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
Cases of lost documents are massively reduced, and our clients appreciate knowing they can always log in and retrieve their files without hunting through old emails.

Asher Please
Accounting Manager,
Office Service Solutions, Inc.

Feature Highlights

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
Why SmartVault is Different

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

Frequently Asked Questions

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.