Built for Accountants. Engineered for Real Growth.
SmartVault brings together document management, workflow automation, secure compliance, and seamless integrations. It is built specifically for accounting and tax professionals who want to scale securely and work smarter.
Why SmartVault Stands Apart
From client collaboration to tax return delivery, SmartVault’s purpose-built for accounting and tax pros who demand efficiency, compliance, and true scalability.
Tailored for Accounting Workflows:
SOC 2 Type 2 Compliant:
Scales With You:
Built on What Accounting Firms Actually Need
DMS is Core for Accountants
Security & Compliance
Innovation That Matters
Accounting Software Integrations
What Can You Do with SmartVault?
Julie Potter
Jones, Savarese, Harrington & Company
See the Features That Set Us Apart and Help You Get Ahead
Compare SmartVault to generic solutions and see why accountants choose a platform purpose-built for their needs, from automated tax prep to unlimited scalability.
Have Questions? We’ve Got Answers.
What makes SmartVault different from practice management software?
Practice management software helps you manage tasks and workflows, but SmartVault is purpose-built for document management. It offers deeper integrations, automation, and compliance features that most practice management tools don’t provide. SmartVault also works seamlessly alongside your practice management system, allowing you to link directly to client vaults, folders, and documents within your workflow tasks.
Will SmartVault work with our existing tools?
Yes. SmartVault integrates seamlessly with leading tax and accounting software like ProConnect, Lacerte, ProSeries, UltraTax CS, QuickBooks, and DocuSign, so you can streamline workflows without switching systems.
Is SmartVault secure enough for sensitive tax documents?
Absolutely. SmartVault is a SOC 2 Type 2 compliant vendor, uses AES-256 encryption, offers multi-factor authentication, and provides full audit trails, meeting IRS, FTC Safeguards, and GLBA requirements.
How is SmartVault different from other DMS software?
Most generic DMS tools aren’t built for accounting. SmartVault is built specifically for the profession, offering deep tax software integrations, enterprise-grade security, IRS and FTC compliance alignment, and features designed for tax prep, eSignatures, and client collaboration. We’re built for firms, not just files.
Ready to See the SmartVault Difference?
Join 3 Million+ Users Who Trust SmartVault to Power Document Workflows, Protect Sensitive Data, and Scale Their Firms
- Seamlessly integrates with leading tax prep software
- SOC 2 Type 2 compliant for enterprise-grade security and peace of mind
- Innovation roadmap built specifically for accounting workflows
