👉 Watch the replay: https://youtu.be/x-h6Jk_KqU0?si=goZfbXn8ZxD_4PG2
In today’s accounting landscape, efficiency is everything. Firms that master document management gain back time, control, and peace of mind during the busiest months of the year. For more than 15 years, SmartVault has been helping accountants do exactly that through secure, integrated, and easy-to-use document management built specifically for professionals in tax and accounting.
Aaron Lovelace, Senior Account Manager at SmartVault, summed it up perfectly:
“We’re not just a document storage solution. We support every part of the tax prep workflow.”
From proposals and e-signatures to client communication and long-term compliance, SmartVault brings together the tools firms need to simplify how they handle sensitive information.
Secure, Compliant, and Simple
SmartVault is SOC 2 Type II certified and continually audited to meet the highest security standards. Every document uploaded, edited, or shared is protected with 256-bit encryption and tracked through a full audit trail. This transparency lets firms verify activity, resolve disputes, and maintain compliance with confidence.
The platform also supports key regulations, including FTC Safeguards, IRS 4557, and CCPA. These features ensure that every firm using SmartVault can prove they are doing their part to protect client data.
“You can see everything that happens inside SmartVault. Who touched a document, when, and where.”
Designed by Accountants, for Accountants
SmartVault was built with accountants in mind. The platform offers unlimited clients, unlimited storage, and a fully branded client portal that reflects your firm’s identity.
It integrates directly with leading tax and accounting systems such as ProConnect, Lacerte, ProSeries, UltraTax, CCH Axcess, and Drake, with Carbon integration on the way. It also connects with DocuSign for quick, compliant e-signatures.
Each feature is designed to make daily operations faster and cleaner. The portal lets you set permissions so clients only see what you want them to see. They can upload, scan, or drag-and-drop documents securely, while everything is automatically organized in the correct folder structure.
Introducing SmartVault Requests with AI
SmartVault is taking client collaboration to a new level with SmartVault Requests, an AI-driven feature that reads prior-year returns and automatically builds a list of the documents you need from each client. This reduces back-and-forth communication and makes document collection much faster.
“SmartVault wants to make your life easier. AI now helps you request only what you really need.”
Migration Made Effortless
Switching software is often the biggest concern for firms. SmartVault’s Houston-based onboarding team eliminates that stress. Each firm receives four personalized sessions where specialists help design folder structures, set up permissions, and migrate existing data safely.
Lovelace calls them “over-helpful,” in the best possible way. Their hands-on approach ensures every client gets a smooth start and every document lands in the right place.
A Better Way to Work with Clients
SmartVault simplifies collaboration whether you have fifty clients or five thousand. Each client portal is customized and secure. Clients see only what they are supposed to see, and accountants can even edit Word or PDF files directly in SmartVault. Every edit is version-controlled, so you can always restore or review older files when needed.
Watch the Replay
Missed the live walkthrough with Aaron Lovelace?
👉 SmartVault for Tax Firms: Secure DMS, Client Portals, and AI Document Requests | App Academy
Watch the full session to see SmartVault in action, including its AI-powered Requests feature, secure portals, and live document editing tools that make busy season easier.
To learn more or schedule a demo, visit www.smartvault.com
👉 Watch the replay: https://youtu.be/x-h6Jk_KqU0?si=goZfbXn8ZxD_4PG2