SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.
Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance.
Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide.
The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place.
