SmartVault Accounting - Index - ISCPA Knowledge Hub

Your Document Management and Client Portal Powerhouse

SmartVault lets you share, request, and manage documents, engagement letters, PDF forms, proposals, signatures, and more. Our client portal makes it simple for clients to work with you. All 100% securely in the cloud with 24/7 anytime, anywhere access.

Unlimited Storage For All Your Firm and Client Documents

Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.

Request, Share, and Collaborate Securely

Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.

Impress New Clients and Create Timesaving Processes

Create custom folder templates, engagement letters, forms, or quotes, then share them with clients to eSign anytime, anywhere.

Make Getting and Sharing Documents Simple

Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.

Boost Productivity Through Integration

Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.

Protect Data and Abide With Regulations

Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.

Watch a Quick Overview of SmartVault Here

See how you can streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Schedule a Demo

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud.

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Resources

eBook

Monday, March 31, 2025 SmartVault Accounting
A Guide for UltraTax CS Users
Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.

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eBook

Tuesday, February 18, 2025 SmartVault Accounting
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.

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eBook

Thursday, January 16, 2025 SmartVault Accounting
Beyond Practice Management: Why Your Accounting Firm Needs a Dedicated Document Management and Client Portal Solution
Is your practice management (PM) software really giving you everything you need to handle sensitive client documents?

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Client Testimonials

See Why 30,000 Accounting and Business Professionals Trust SmartVault

"I estimate that we've boosted efficiency during tax season by 90% since implementing SmartVault... I used to 'survive' during tax season. I now operate much more efficiently"

Michael Yuda CPA — Michael J Yuda, CPA

"I've experienced a 25% savings across the board when I figured in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow"

Anne Rosa Owner — Anne Rosa, CPA

"We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money"

Robert Laundry CPA — Robert Laundry, CPA

"We use the SmartVault client portal to communicate with clients and deliver files. it's so efficient, and it's the level of digital service that the majority of our clients expect."

Gary Kreitz CPA — Gary A. Kreitz CPA & Associates, Inc.

Our Team

Daniel Rabie

Chief Executive Officer

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Dania Buchanan

President

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Gael Norris

Chief People & Culture Officer

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Paul Haworth

Chief Financial Officer

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Bryan Brorsen

Chief Revenue Officer

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Jonathan Young

Vice President, Marketing

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About SmartVault Accounting

Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!