Document Management and Client Portal: Integrated Seamlessly With Your Tech Stack

Tired of switching between five different systems just to complete one tax return? Your firm deserves better than disconnected tools that create bottlenecks and endless busywork. SmartVault’s true integrations put your document management and client portal at the center of your tech stack, connecting seamlessly with your tax prep software, practice management systems, and dozens of other tools through our open API. Experience what real integration looks like—not just another “Save As” feature, but intelligent document routing that works automatically so you can focus on what matters most. Learn more about our integrations.