SmartVault

SmartVault is a document management and client portal platform built for accounting professionals. It provides cloud-based document storage, automated file organisation, built-in e-signatures, and secure client portals for document exchange.

Accounting firms use SmartVault to store, organise, and share documents with clients and team members. The platform integrates directly with tax and accounting software — QuickBooks, Xero, Drake, Lacerte, and others — so documents can be saved and retrieved from within the tools accountants already use. Automated filing rules organise documents into client folders based on naming conventions or source application. The client portal lets firms share returns, financial statements, and engagement letters securely.

SmartVault is best suited for firms looking for a document management platform designed specifically for accounting workflows, particularly those that want tight integration with their tax preparation and accounting software rather than a general-purpose file storage tool.