SmartVault
SmartVault is a comprehensive cloud-based document management and secure file sharing platform specifically designed for accounting and tax professionals. The software streamlines document workflows by combining organized cloud storage, branded client portals, and robust security features that meet IRS, FTC, and SOC 2 Type 2 compliance standards.
Core Capabilities
SmartVault offers an integrated suite of tools that address the complete document lifecycle for professional services firms:
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Document Management System (DMS): Cloud-based storage with organized workflows built specifically for accounting firms, enabling efficient file organization and retrieval.
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Client Portal: A branded, professional portal for document sharing, requests, and seamless client collaboration that enhances the client experience.
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SmartRequestAI®: An AI-powered document collection feature that intelligently asks the right questions at the right time, transforming document collection and intake workflows.
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Workflow Automation: Streamlined processes for document collection, approvals, and tax preparation that reduce manual effort and improve efficiency.
Integrations
SmartVault integrates seamlessly with leading tax and accounting software including Intuit ProConnect, Lacerte, ProSeries, QuickBooks, UltraTax CS, Drake Software, and CCH Axcess Tax, enabling firms to maintain their existing workflows while enhancing document management capabilities.
Target Audience
Accounting firms, tax professionals, financial services institutions, legal practices, and healthcare providers requiring secure document management and client collaboration.
Key Features
- Document Management System (DMS) with cloud-based organized storage
- Branded Client Portal for document sharing and collaboration
- Security & Compliance meeting IRS, FTC, and SOC 2 Type 2 standards
- Workflow Automation for document collection, approvals, and tax prep
- eSignature & Form Approvals for tax documents and engagement letters
- File Sharing & Access Controls with encrypted document exchange
- Unlimited Cloud Storage with built-in compliance controls
- Document Collection & Requests in one centralized workspace
- SmartRequestAI® - AI-powered intelligent document requests
- Integrations with major tax software (Lacerte, ProSeries, UltraTax, Drake, CCH Axcess)
Use Cases
- Accounting and tax firms managing client documents securely
- Client onboarding with engagement letters and document collection
- Connected tax preparation workflows from document gathering to filing
- Compliance and audit document tracking and retention
- Financial services institutions requiring secure document management
- Legal practices organizing sensitive legal documents
- Healthcare providers ensuring regulatory compliance
Pros
- Purpose-built for accounting and tax professionals
- Comprehensive compliance features (IRS, FTC, SOC 2 Type 2)
- AI-powered document collection with SmartRequestAI
- Seamless integrations with major tax software platforms
- Unlimited cloud storage with security controls
- Branded client portal enhances professional image
- eSignature capabilities built-in
Cons
- Primarily focused on accounting/tax industry - may be over-specialized for other use cases
- Pricing not publicly listed on website - requires contacting sales
Pricing
Pricing not publicly listed on website. Contact sales at (866) 674-6785 or through the website for quotes.
