SmartHub:

Your destination for all things SmartVault

SmartVault Academy, refreshed.

We have enhanced our SmartVault Academy hosting new content in a way that is easier to navigate. To explore the new and improved SmartVault Academy, create a new SmartVault Academy account.

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Go even further with SmartVault

Additional features and support can streamline your processes, making you and your team more productive and happier.
SmartVault eSignature
Docdown
Additional Users

SmartVault eSignature

A simpler way to request, collect and track eSignatures

Powered by DocuSign, SmartVault eSignature integrates seamlessly so you can send electronic files and secure eSignatures from clients and business partners with ease.

Two ways to purchase SmartVault eSignature:

  • Subscribe: Use eSignatures without worrying about inventory and enjoy advanced features.
  • Bulk Purchase: Pay for eSignatures in batches as needed. They roll over each year and never expire.

Already use DocuSign? Integrate your existing DocuSign account.

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Smarthub Esignature Swapped
Smarthub Esignature Swapped

Docdown

Create, share, and manage digital forms – all from one location

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.

  1. Create any fillable document using pre-built templates or start from scratch
  2. Share with one client, a handful, or a few thousand through email and hyperlinks
  3. Your clients review, complete, and sign securely from any browser or device
  4. Easily track the progress of each document. Submitted files are automatically saved to the client’s folder in SmartVault.
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Smarthub Docdown Swapped
Smarthub Docdown Swapped

Additional Users

Your business is growing. Get your team on SmartVault.

You can quickly and easily add additional users and seasonal worker licenses directly in your SmartVault online portal.

To purchase additional licenses, follow the steps linked below.

Additional User Licenses

Seasonal Worker Licenses

Smarthub Additional Users 2
Smarthub Additional Users 2
Latest Release Notes

Discover the latest features and improvements included in our recent release in August 2023.

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On-Demand Webinar with Dawn Brolin

Dawn Brolin, CPA, CFE, shared the processes she uses to onboard her accounting and tax clients seamlessly and serve them with the highest level of efficiency possible.

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Gather Ideas on How to Make Your Business Run More Efficiently

WEBINAR: Streamlining tax season - year end prep for upcoming filing deadlines
Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
Experts Provide an In-Depth Review of SmartVault's Features and Integration Capabilities
News
Experts Provide an In-Depth Review of SmartVault’s Features and Integration Capabilities
4 Tips for Hiring Temporary Workers During Tax Season
Best Practices
4 Tips for Hiring Temporary Workers During Tax Season