SmartVault Logo
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About SmartVault
SmartVault provides a unified platform for accounting professionals to manage client documents, automate workflows, and ensure secure file sharing. It centralizes the collection, storage, sharing, signing, and management of client documents, helping firms reduce costs, increase productivity, and maintain compliance. The platform offers unlimited storage, clients, and collaborators, making it scalable for growing practices. SmartVault's core functionality includes a secure cloud-based document management system, a branded client portal for 24/7 access, and advanced workflow automation tools. A key feature is SmartRequestAI, an AI-powered solution built directly into SmartVault that automates the collection of client data and documents for tax preparation. It scans prior-year returns to generate custom request lists, provides a mobile-friendly portal for clients to upload documents, and compiles submissions into organized workpapers, saving significant time per return.
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