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.
Features for Accounting Pros & CPA Firms
SmartVault was built from the ground up with accounting professionals in mind.
Give clients a secure, professional and easy way to upload or download documents online using a client portal. Available to embed onto your website at no extra cost.
Request multiple documents from multiple clients quickly and easily, then track the status of your requests or send reminders via an easy-to-use dashboard.
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