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Streamline Your Firm’s Workflow with SmartVault: Secure, Integrated Document Management for Accountants

Published: November 12, 2025

Discover how SmartVault helps accounting firms work smarter, not harder. In this on-demand demo, Alexandra Hayter, SmartVault’s Director of Marketing, and Brooke Sargent, Account Manager, walk you through the platform that over 30,000 accounting professionals trust to securely manage their client documents and streamline their tax workflows.

You’ll see how SmartVault simplifies every step of the document lifecycle — from secure file collection and client collaboration to e-signature and long-term storage — all within a SOC 2 Type II compliant, cloud-based platform.

Highlights include:

  • Smart Request AI — our latest AI-powered tool that saves firms an average of 60–90 minutes per tax return by automatically generating custom document request lists and questionnaires based on prior-year returns.
  • Seamless integrations with leading tax and practice management software, including ProConnect, Lacerte, UltraTax, Drake, CCH, and more.
  • Branded client portal for easy, secure document sharing — no apps to download, just simple browser or mobile access.
  • Granular permissions and version control to keep data secure and audit-ready.
  • Migration and onboarding support from SmartVault’s Houston-based customer success team, ensuring a smooth transition with zero workflow disruption.

Whether you’re looking to boost efficiency, strengthen data security, or offer a better client experience, this short demo shows how SmartVault can transform your document management and tax prep process.

🎥 Watch the demo now and see why top accounting firms rely on SmartVault to save time, scale their operations, and stay compliant — all while keeping client data protected.

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