SmartVault is a document management and client portal platform that helps accounting firms securely collect, organize, share, sign, and retain client files.
– Folder templates, document requests, automated routing, alerts, and tax software integrations standardize intake and filing
– Branded portals give clients secure self-service access for uploads, delivery, and collaboration
– Integrated e-signatures, form approvals, permissions, version history, audit logs, and compliance controls protect document workflows
– Fits accounting and tax firms replacing email, local folders, and disconnected file-sharing tools with a secure cloud workspace.
