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
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
Thursday, October 31, 2024 SmartVault AccountingHow to Maximize Efficiency With SmartVault and Thomson Reuters® UltraTax CS
Take this self-assessment to identify how you can boost productivity with this powerful tech stack. -
eBook
Thursday, October 24, 2024 SmartVault AccountingHead to Head Comparison: SmartVault vs FileCabinet CS
If your goal is to keep your accounting practice stuck in neutral, FileCabinet CS is the perfect solution for you. They’re not even updating it anymore! But if you want to run a modern, profitable firm, SmartVault’s the clear choice.
Client Testimonials
See Why 30,000 Accounting and Business Professionals Trust SmartVault
Our Team
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