Your Document Management and Client Portal Powerhouse
Millions of People Rely on SmartVault
Connect Your Entire Document Workflow
Many companies claim to understand the accounting industry but fail to provide adequate tools for your entire workflow. Why? They lack genuine industry knowledge and actual integrations. Our 15+ years of relentless accounting focus—how we get you, your workflows, and your challenges—drive every aspect of our platform.
Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.
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.
Create custom folder templates, engagement letters, forms, or quotes, then share them with clients to eSign anytime, anywhere.
Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.
Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.
Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.
