TaxAssist Annual Conference

May 6th, 2023

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The Number of People Who Trust SmartVault Grows Each Day

30K +
Business Pros

Over 30,000 business professionals count on SmartVault for their document storage, management, and secure sharing needs.

2Million+
SmartVault Users

Over two million business professionals have used SmartVault as a secure file sharing software provider to share, exchange, or collaborate on documents together.

400Million+
Documents Stored

Over 400 million documents have been stored, collaborated on, and shared in SmartVault.

See How SmartVault Can Power Your Business

Built with bank-level security, SmartVault offers a cloud-based document management system and client portal designed to help professional service businesses reduce costs, raise productivity and employee happiness, stay in compliance, and deliver higher levels of service.

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Online Document Storage

Standardize and centralize your business documents with smart online document storage.

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Secure File Sharing

Make sharing files in the cloud easy and convenient, without compromising on security or compliance.

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Branded Client Portal

Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.

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Explore Solutions

Enjoy Seamless Integration with Your Preferred Business and Accounting Apps

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Gather Ideas on How to Make Your Business Run More Efficiently

WEBINAR: Streamlining tax season - year end prep for upcoming filing deadlines
Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
Experts Provide an In-Depth Review of SmartVault's Features and Integration Capabilities
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Experts Provide an In-Depth Review of SmartVault’s Features and Integration Capabilities
4 Tips for Hiring Temporary Workers During Tax Season
Best Practices
4 Tips for Hiring Temporary Workers During Tax Season
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