Pair TaxCalc with the Best Document Management Solution

SmartVault is the only file-sharing portal integrated with TaxCalc, allowing you to securely store and send documents to your clients. Schedule a demo to learn how to set up SmartVault and TaxCalc to work for your company.

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A Smarter Way to Manage Documents with TaxCalc

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.

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.

The Automation of Communication – with TaxCalc and SmartVault

See how SmartVault and TaxCalc work together to simplify document management and tax preparation. Learn how to securely share, store, and access client files—all without leaving your TaxCalc workflow.