Member Benefits Partner

Texas Society of CPAs

Rated as the #1 Client Portal & Secure File Sharing software for accountants, SmartVault makes it easy to collect, organize and share files with clients with a secure, branded client portal.

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Features for Accounting Pros & CPA Firms

SmartVault was built from the ground up with accounting professionals in mind.

We tripled our productivity this tax season by connecting SmartVault, Lacerte and DocuSign and have reduced the number of clients on extension by 75%! Honestly, this tax season was the smoothest I've experienced in 20 years!
Dawn Brolin CPA, CFE Powerful Accounting Solutions

Integrations for Accounting Pros

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