Your Document Management and Client Portal Powerhouse
SmartVault lets you share, request, and manage documents, engagement letters, PDF forms, proposals, signatures, and more. Our client portal makes it simple for clients to work with you. All 100% securely in the cloud with 24/7 anytime, anywhere access.
Unlimited Storage For All Your Firm and Client Documents
Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.
Request, Share, and Collaborate Securely
Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.
Impress New Clients and Create Timesaving Processes
Create custom folder templates, engagement letters, forms, or quotes, then share them with clients to eSign anytime, anywhere.
Make Getting and Sharing Documents Simple
Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.
Boost Productivity Through Integration
Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.
Protect Data and Abide With Regulations
Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.
Watch a Quick Overview of SmartVault Here
Resources
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eBook
Monday, December 9, 2024 SmartVault AccountingGuide for Intuit Firms: Proven Strategies to Create an Engaged Client Base
Are you tired of chasing unresponsive clients and dealing with last-minute document submissions? As an accounting pro, you know the struggle of managing an unengaged client base all too well. It’s time for things to change. -
eBook
Friday, November 15, 2024 SmartVault AccountingHead to Head Comparison: SmartVault vs FileCabinet CS
Have UltraTax CS? SmartVault's UltraTax integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team. -
eBook
Wednesday, November 13, 2024 SmartVault AccountingIntuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist
Discover how to boost efficiency, increase client satisfaction, and grow your practice without adding overhead.
Client Testimonials
See Why 30,000 Accounting and Business Professionals Trust SmartVault
Our Team
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