With SmartVault, you can onboard clients, collect documents, prepare and deliver returns, and archive files while avoiding email chaos and compliance risks. Built specifically for accounting …

SmartVault offers a secure cloud-based client portal and document management system designed to help professional service businesses reduce costs, raise productivity and …

Explore SmartVault pricing and plans to find the best Document Management System with client portal and secure file sharing for your business.

Sign in to SmartVault securely using your email and password to access and manage your accounts, documents, clients, and employees.

SmartVault’s client portal software enables your firm to securely share tax documents, exchange information & deliver service to customers efficiently.

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SmartVault serves as your firm’s centralized, secure document hub. It integrates with your tax and accounting software, supports compliance with IRS and FTC regulations, and makes it easy to …

SmartVault isn’t just about storing more, it’s about working smarter. With built-in automation, secure client access, and compliance baked in, your cloud storage becomes the foundation of …

SmartVault has created the easiest and most secure way for you, your staff, and your clients to gather, store, share, and eSign documents in the cloud.

SmartVault gives you full control to securely share individual files or entire folders with your team or clients. Use customizable access permissions to define who can view, upload, download, or …