As a secure, cloud-based document management system, SmartVault is essential to managing, storing, and sharing client files with ease. It centralizes all documents in one secure location, ensuring they’re accessible to both teams and clients at any time, from anywhere.
SmartVault’s features—secure file sharing, customizable folder structures, and integrations with industry-leading software Intuit Lacerte, Ultratax, and Liscio—eliminate inefficiencies and enhance productivity.
With top-notch security that ensures compliance, SmartVault improves workflows and client collaboration, making it a critical part of any accounting firm’s tech stack.
SmartVault is the game-changer that powers my entire accounting firm, from onboarding new clients to managing documents securely in the cloud. It’s the heart of our workflow, allowing us to provide clients with a consistent, streamlined experience from day one.
Clients can easily upload tax documents, access files, and even self-serve past returns through its intuitive client portal. My admin team takes a few extra minutes during the initial call to walk clients through the system, setting the tone for efficiency and eliminating confusion.
Over the last decade, SmartVault has enabled my team to scale seamlessly—during the pandemic, we onboarded nearly 100 new tax clients without adding hours to our workload. It’s not just a tool; it’s the MVP that keeps my practice running securely, efficiently, and 24/7.
“SmartVault is an A-Player in my firm for secure document management that integrates seamlessly into my tech stack.” – Dawn Brolin
SmartVault has completely transformed how I manage client files—secure, cloud-based, and fully integrated with my tax software. It’s given me peace of mind with top-tier security and compliance while boosting my firm’s efficiency and profitability.
If you want to streamline your practice and focus on what really matters, SmartVault is a game-changer.