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SmartVault for Accountants: Connect Your Entire Tax Prep Workflow

If you’re an accountant or tax pro, you know how chaotic tax season can get — chasing missing W-2s, sorting endless email attachments, and juggling too many tools that don’t talk to each other.

That’s where SmartVault comes in. We're a document management and client portal platform built specifically for accounting and tax pros.
Published: October 23, 2025

That’s where SmartVault comes in. We’re a document management and client portal platform built specifically for accounting and tax pros.

We help you connect your entire tax prep workflow — from onboarding new clients to delivering final returns — all in one secure, seamless platform.

Here’s what that looks like:

Firms using SmartVault save an hour or more per return, reduce stress, and finally get their evenings back. Learn more →

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