SmartVault vs. Competitors
SmartVault provides a comprehensive, cloud-based document management and client portal platform. With accounting-specific workflows, integrations with leading tax prep apps, and more, SmartVault enables accountants and their clients to manage their entire document workflows securely, from wherever, whenever.Compare SmartVault to Other Solutions
See why thousands of accounting professionals choose SmartVault over these alternatives:

Limited features with no cloud access

Local storage with minimal collaboration

Complex suite with steep learning curve

Outdated platform that crashes

Unreliable performance, frequent downtime

Limited cloud functionality, premium pricing without scalability

Tax-focused solution missing complete DMS

General file sharing without accounting tools

Tax-focused tool missing year-round capabilities

Generic storage lacking accounting-specific features

Basic portal without tax software integration platform that crashes

UK-focused with limited US features
Way More Than Basic Storage and File Sharing
Unlike many competitors who offer basic document storage or limited tax-focused solutions, SmartVault delivers:
Over 15 years focused solely on accounting workflows, with specialized features like automated folder structures, tax software integrations, and client collaboration tools that streamline your entire practice
Want to see exactly how SmartVault can work for your business? Book a 15-minute demo today.