Integrations
Your Firm Runs on Software. We Connect It All!
SmartVault integrates with the tools your firm already uses, so you can automate, streamline, and eliminate manual steps from your tax and accounting workflows.
Why Our Integrations Work Better for Accounting Workflows
From tax prep to eSignature to practice management, SmartVault connects with your tech stack to create a seamless experience across the platforms that matter most. No clunky workarounds, no rework, just real efficiency.
Purpose–Built for Accountants
SmartVault integrates seamlessly into your tax and accounting workflows, removing friction and simplifying how your firm works.
More Than File > Print
SmartVault doesn’t just store files, it intelligently routes, organizes, and connects documents right where they’re needed.
Fits Right Into Your Tech Stack
Whether you use a few core tools or a full suite of apps, SmartVault enhances your setup, no replacement or rework required.
SmartVault Connects with the Tools You Trust
Enable better collaboration within your team and with your clients. Schedule a demo to see how SmartVault can integrate with your tech stack.
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SmartVault integrated perfectly with UltraTax CS. We now complete more returns faster, and our clients love the ease of accessing their documents.
Kristie Agar
O’Connor & Agar CPA
Built-In, Not Bolted On
Stop bouncing between apps. SmartVault becomes the hub for all your documents, connecting your favorite tools and keeping everything in sync.
With SmartVault + Your Tech Stack, You Can:
With SmartVault + Your Tech Stack, You Can:
Print & Auto-File Returns into Client Folders
Send tax returns straight from Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake into pre-organized folders—no dragging, renaming, or uploading.
Use SmartRouting to Auto-Organize Files
Automatically name, route, and store documents based on client, form type, or year—so files go where they belong, instantly.
Request & Collect Client Documents Securely
Eliminate back-and-forth email chaos. Send document requests and receive uploads securely—organized and tracked within SmartVault.
Send & Track eSignatures with DocuSign
Launch eSignature requests (like Form 8879), monitor status, and auto-file completed forms in the right place—all from within SmartVault.
Keep Everything Centralized
All documents, signatures, and client interactions stay in your document management system—no more disconnected apps or siloed workflows.
