Secure File Sharing and Document Storage for Accountants
Securely store, organize, and share documents with clients, staff, and partners in a centralized system designed to fit your firm’s workflow. SmartVault puts an end to version control issues and risky file sharing workarounds. With enterprise-grade security, structured folders, and built-in collaboration tools, your firm stays organized, efficient, and audit-ready.
Why Accountants Choose SmartVault for File Sharing & Storage
Share files securely, stay organized, and give clients a seamless experience without the IT headaches.
Fast, Easy Sharing Without the Risk
Always-On Access from Anywhere
Centralized Cloud Storage Built for Accountants
Share Files, Store Securely, Work with Confidence
A clear, repeatable process for secure, efficient collaboration.
Step-by-Step Workflow:
Upload files or save them directly from your tax software.
Organize with standardized folder templates.
Share with clients or team members using secure, permission-based links.
Access files from anywhere and track every action for full transparency.
Everything You Need to Stay Organized and In Control
Secure client portal with branded experience
Unlimited cloud storage for client and firm documents
Drag-and-drop uploading and auto-filing
Role-based permissioning and version history
Mapped drive for desktop access to cloud storage
Automated document filing from supported tax prep software
The Best of Both Worlds: Desktop Simplicity + Cloud Security
Your desktop experience, upgraded for security and flexibility. SmartVault’s Connected Desktop bridges your everyday workflows with enterprise-grade cloud protection. Access and manage SmartVault folders directly from your desktop, just like working in File Explorer.
- Real-Time Syncing: Edits and uploads sync instantly with your cloud account and client portal.
- Familiar Experience: Use drag-and-drop tools in a file system your team already knows.
- Backed by Enterprise-Grade Security: Stay compliant with IRS and FTC standards—no learning curve required.
Purpose-built for accountants – so you don’t have to compromise.
Unlike generic cloud storage tools, SmartVault is designed for accountants who need security, structure, and seamless client collaboration. With pre-built folder templates, automated workflows, and direct tax software integrations, you’ll reduce time spent on admin tasks and spend more time serving your clients.
Nick Boscia, CPA, EA, Partner
Boscia & Boscia PC
Compare How SmartVault Stacks Up
See how SmartVault delivers more value than generic file-sharing tools.
Have Questions? We’ve Got Answers.
Is there a limit to the amount of documents or storage space?
Nope! All SmartVault plans come with unlimited storage and unlimited clients.
Can I organize my documents by year, client, or entity?
Yes. Use SmartVault’s folder templates or customize your own for consistency.
How secure is SmartVault’s file storage?
We use enterprise-grade encryption and offer activity logs, permissioning, and two-factor authentication for every file.
Can I access documents from my desktop or mobile?
Yes, through SmartVault’s mapped drive or mobile app.
What types of files can I store or share using SmartVault?
SmartVault supports virtually any file type, including PDFs, Excel spreadsheets, Word documents, images (JPEG, PNG), tax returns, and even video or audio files. Whether you’re sharing W-2s, 1040s, K-1s, client forms, or signed engagement letters—SmartVault makes it easy to securely store and send what matters most.
Are there any limits to the file size I can upload or share?
Individual files can be up to 2 GB in size, which is plenty for most tax documents, scans, and files. With unlimited storage included in every SmartVault plan, you’ll never need to worry about running out of space – just focus on getting work done.
Can I share folders or just files with clients and staff?
You can share both! SmartVault gives you full control to securely share individual files or entire folders with your team or clients. Use customizable access permissions to define who can view, upload, download, or edit files – keeping your workflow both flexible and secure.
Can I track who has accessed the file I shared?
Yes. SmartVault provides detailed activity logs and audit trails, so you can see when a file was accessed, who accessed it, and what actions were taken – ensuring full visibility for compliance and peace of mind.
Can I share files directly from SmartVault’s Connected Desktop?
Yes! With the Connected Desktop, you can right-click any file and securely share it via SmartVault – no downloading or emailing required. It’s as simple as selecting “Share,” choosing a secure link or email delivery, and setting the right permissions.
Is sharing via Connected Desktop secure?
Absolutely. All files shared from the Connected Desktop are encrypted in transit and can include password protection, expiration dates, and recipient tracking – so you stay in control of who sees what, and when.