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, March 31, 2025 SmartVault AccountingA Guide for UltraTax CS Users
Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem. -
eBook
Tuesday, February 18, 2025 SmartVault AccountingChoosing the Right Document Management System: A Must-Have Checklist for Accountants
As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability. -
eBook
Thursday, January 16, 2025 SmartVault AccountingBeyond Practice Management: Why Your Accounting Firm Needs a Dedicated Document Management and Client Portal Solution
Is your practice management (PM) software really giving you everything you need to handle sensitive client documents?
Client Testimonials
See Why 30,000 Accounting and Business Professionals Trust SmartVault
Our Team
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