Connected Desktop Makes Docs a Few Clicks Away
Easily store, organize, and manage all client files in a consolidated view from a single dashboard.
Work Smarter with Desktop-Level File Control
Access, edit, and organize your documents directly from your desktop using powerful tools designed to streamline daily tasks.
View and Work on Files and Folders
View and manage the client files and folders stored in SmartVault. You can upload files, scan, create new clients and folders, send links to files, email password-protected files, and more – all directly from your desktop. It’ll all sync with SmartVault in your browser.
Local Editor
Open and edit files in SmartVault without the hassle of manual downloads. Any changes you make and save to the file while working in the Connected Desktop are saved to the file in SmartVault once the file is closed.
Drag and Drop
Whether moving documents from your PC to SmartVault or vice versa, drag-and-drop functionality streamlines the process. Drag files to upload, drag files from to download. It’s that easy.
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
The Best of Both Worlds: Desktop Simplicity + Cloud Security
Your desktop experience, upgraded for security and flexibility. SmartVault’s Connected Desktop bridges your everyday workflows with enterprise-grade cloud protection. Access and manage SmartVault folders directly from your desktop, just like working in File Explorer.
- Real-Time Syncing: Edits and uploads sync instantly with your cloud account and client portal.
- Familiar Experience: Use drag-and-drop tools in a file system your team already knows.
- Backed by Enterprise-Grade Security: Stay compliant with IRS and FTC standards—no learning curve required.
