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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.

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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:

Your central command center for every document, form, return, and request.

SOC 2 Type 2 Compliant:

We go beyond basic storage, meeting IRS 4557, FTC Safeguards, GLBA, and more.

Scales With You:

Unlimited storage, unlimited clients, and native integrations that grow with your firm.

Built on What Accounting Firms Actually Need

DMS is Core for Accountants

Your central hub for managing every document, form, return, and request across all accounting services, including bookkeeping, payroll, tax, and more.

Security & Compliance

SOC 2 Type 2 compliance, IRS 4557 and FTC Safeguards readiness, and advanced encryption at every step.

Innovation That Matters

SmartVault powers your tax prep workflow with automated processes, robust native integrations, and a relentless commitment to SOC 2 Type 2 compliance. It’s innovation that actually works for accountants.

Accounting Software Integrations

SmartVault integrates seamlessly with ProConnect, Lacerte, ProSeries, UltraTax CS, QuickBooks, and more, reducing manual steps and simplifying your entire workflow.

What Can You Do with SmartVault?

Integrate with Lacerte, ProConnect, ProSeries, UltraTax CS, Drake, CCH Axcess, and QuickBooks.
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Secure cloud storage with custom folder templates.
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Collect eSignatures and automatically route documents with DocuSign.
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Automatically file tax returns from leading tax prep software.
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Provide 24/7 client access through branded portals.
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Fill and send engagement letters and POAs with PDF tools that route directly to the correct client vault.
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Support unlimited clients, users, and storage with no hidden limits.
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SmartVault’s integration with DocuSign makes requesting and managing signatures – which was once a manual and slow process – very efficient and easy. That speaks volumes to just how easy it is for our staff and our clients to use.

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.

 
SmartVault
Generic DMS / Practice Management Tools
Built for Accounting Workflows
Unlimited Clients & Storage
Secure, Branded Client Portal
Tax Software Integrations
SOC 2 Type 2 Compliant 
Frequently Asked Questions

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

Schedule a 15-minute Demo