Better Work-Life Balance for Tax Pros With SmartVault Document Management

SmartVault’s document management and client portal platform for accountants automates document organization, auto-routes files, and integrates seamlessly with leading tax prep apps (including Lacerte, ProSeries, ProConnect, Drake, and UltraTax). With 24/7 cloud-based access, both your staff and clients can find what they need—even while you’re away enjoying vacation.

Step away from the screen and dive into what matters – SmartVault handles the rest.