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

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.

Discover the latest features and improvements included in our recent release in August 2023.
Learn moreDawn 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.
Watch now