Smart Vault

Smart Vault is a cloud-based document management platform built specifically for accountants, tax professionals, and accounting firms that need to securely manage client documents and streamline document-heavy workflows. They provide document management, client portals, workflow automation, secure file sharing, document collection, and eSignature capabilities that help firms organize, store, and exchange sensitive financial information efficiently. Designed for tax and accounting workflows, Smart Vault enables firms to manage client onboarding, collect tax documents, prepare returns, deliver completed files, and maintain audit-ready records from a single platform. With over 500 million documents stored and millions of users served, they focus on helping firms operate more securely and efficiently.

They also offer automated tax preparation workflows, security and compliance controls, access management, unlimited cloud storage, document request automation, and integrations with leading accounting and productivity tools such as Microsoft Outlook, Rightworks, TaxCalc, DocuSign, and other industry solutions. Their platform helps accounting firms eliminate paper-based processes, improve collaboration, reduce administrative work, and maintain a centralized source of truth for client records. By combining workflow automation with enterprise-grade security and compliance features, Smart Vault enables firms to scale operations while protecting sensitive client information.

And the best part? They offer personalized demos and guided trial options for firms evaluating the platform, while paid plans provide access to document management, secure client portals, workflow automation, eSignature functionality, cloud storage, compliance tools, and accounting-specific integrations through customized subscription packages.