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 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 offers business professionals the easiest way to request, gather, store, manage, share, and sign their critical documents — with bank-level security.

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.

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

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 is the document management and client engagement platform built for accounting firms, so you can save time, scale faster, and keep every file and form audit-ready.

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Whether you’re onboarding new clients, collecting engagement signatures, or managing tax prep details, SmartVault lets you build and automate workflows using custom forms and PDFs, …