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Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
Document Management (DMS)
Cloud-based storage with organized workflows built for accounting firms.
Client Portal
Branded portal for document sharing, requests, and client collaboration.
Security & Compliance
Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards.
Workflow Automation & Efficiency
Streamline document collection, approvals, and tax prep.
eSignature & Form Approvals
Collect signatures on tax documents, engagement letters, and approvals.
File Sharing & Access Controls
Encrypted document exchange with customizable permissions.
Unlimited Cloud Storage
Access and manage files from any device, anytime, with built-in compliance controls.
Document Collection & Requests
Request, track, and receive documents in one workspace.
SmartRequestAI
AI-powered document requests that ask the right questions at the right time.
Integrations
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Solutions
Solutions
Workflows and tools designed to simplify tax prep, client collaboration, and document security for accounting firms.
Workflows
Software Integrations
Sync instantly with Lacerte, ProSeries, ProConnect, UltraTax, Drake, and more.
Client Onboarding
Send engagement letters, collect documents, and onboard clients seamlessly.
File Sharing & Storage
Securely store, organize, and share documents with firm-wide access controls.
Compliance & Audit
Track, secure, and retain documents to meet IRS, SOC 2 Type 2, and FTC compliance.
Industries
Accounting & Tax Firms
Tailored solutions for accounting professionals to manage client documents securely.
Financial Services
Secure document management for financial institutions, including banks and credit unions.
Legal Practices
Organize and protect sensitive legal documents with advanced security features.
Healthcare Providers
Ensure compliance with healthcare regulations through secure document handling.
Why SmartVault
The SmartVault Difference
More than file storage—built for accountants with a true DMS at the core.
How We Compare
See why thousands of accounting professionals choose SmartVault over these alternatives.
Security & Compliance
Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards.
Innovation & Roadmap
New features, AI automation, and the future of tax tech.
Pricing
Services
Services
Expert support, training, and migration services to help your firm maximize efficiency and security.
Training & Onboarding
Expert-led training to help your firm get up and running fast.
On-Demand Learning
Self-paced learning to master SmartVault on your schedule.
Data Migration & Setup
Seamless, secure migration from legacy systems with expert support.
Support & Customer Success
U.S.-based support and success coaching to keep your firm on track.
How Our Team Helps
Personalized guidance for optimizing workflows and onboarding clients.
Resources
Resources
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Unlock your potential with expert insights, success stories, and learning tools.
Blog & Articles
Industry insights, expert tips, and best practices for accountants.
Case Studies
See how firms streamline tax workflows and improve efficiency.
Guides & eBooks
Proven strategies, templates, and tools for firm success.
Events & Webinars
Live and on-demand sessions covering industry trends and best practices.
Press & News
Company updates, product releases, and industry highlights.
Videos
Best practices, feature walkthroughs, and expert-led tutorials.
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Product
Create productive, modern workflows with document management, client portal, and secure file sharing solutions.
Document Management (DMS)
Client Portal
Security & Compliance
Workflow Automation & Efficiency
eSignature & Form Approvals
File Sharing & Access Controls
Unlimited Cloud Storage
Document Collection & Requests
SmartRequestAI
View ALL Features
Solutions
Workflows
Software Integrations
Client Onboarding
File Sharing & Storage
Compliance & Audit
Industries
Accounting & Tax Firms
Financial Services
Legal Practices
Healthcare Providers
View ALL Industries
Why SmartVault
The SmartVault Difference
How We Compare
Security & Compliance
Innovation & Roadmap
Pricing
Services
Expert support, training, and migration services to help your firm maximize efficiency and security.
Training & Onboarding
On-Demand Learning
Data Migration & Setup
Support & Customer Success
How Our Team Helps
Get A Demo
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Keep Your Business Moving with More Ideas and Insights
Explore a range of practical, tactical, and strategic ideas from our resource center to optimize your business, powered by SmartVault.
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