SmartVault
Cloud-based document management and client portal for accounting firms.
SmartVault is a cloud-based document management system and secure client portal for accounting and tax firms. It centralizes the storage, collection, sharing, and signing of client documents, replacing manual intake and filing processes with structured workflows. The platform supports document requests, folder organization, eSignatures, and client-facing access from any device.
Key capabilities include SmartRouting, which reads tax software metadata to identify clients, tax years, and document types for automatic filing; SmartRequestAI for AI-assisted document lists; SmartScan for converting mobile photos into clean PDFs; and custom folder templates, bulk file sending, and email capture. Integrations cover tax platforms such as Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake, along with QuickBooks, Xero, DocuSign, Hubdoc, and practice management tools. A Developer API is available, and related tools include Docdown for fillable PDF forms and Quoters for sales proposals.
SmartVault is packaged in three editions: Business Pro for small to medium-sized businesses, Accounting Pro for tax and accounting firms needing advanced integrations and automation, and Accounting Unlimited for firms requiring unlimited eSignatures, KBAs, PDF form fillers, and proposals. Plans are priced per user with monthly or annual billing and minimum user counts. A trial can be requested, and SmartRequestAI is sold separately as a bundle.
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