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HOW WE COMPARE

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.

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Ready to See the SmartVault Difference?

Join the 3M+ users who trust SmartVault to power their document workflows, secure their data, and grow their firms.

  • Integrate with your tax prep software
  • Peace of mind with a Soc 2 Type 2 Compliant software provider
  • An Innovation roadmap catered to accounting workflows

Schedule a 15-minute Demo