SmartVault
Document Management & Secure File Sharing Software.
Overview
SmartVault provides a secure, cloud-based solution for accountants to store, manage, and share files. It features a branded client portal, integrations with popular tax and accounting software, and robust security features to ensure compliance and protect sensitive data.
✨ Key Features
- Secure Document Storage
- Branded Client Portal
- E-Signatures
- Workflow Automation
- Integration with Tax Software
- Bank-level Security
🎯 Key Differentiators
- Deep integrations with major tax preparation software.
- Strong focus on security and compliance specifically for the accounting industry.
Unique Value: Offers unparalleled integration with tax software, creating a seamless and automated workflow from document collection to final return delivery.
🎯 Use Cases (4)
✅ Best For
- Providing a secure and branded portal for clients to access their tax documents.
- Integrating with tax software to streamline the tax preparation workflow.
- Meeting compliance requirements for storing sensitive client data.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing a full suite of practice management tools like CRM and project management.
🏆 Alternatives
Unlike generic file storage solutions, SmartVault is built with the accountant's workflow and compliance needs in mind.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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