SmartVault

Unified location for all documents

Get lightning-fast access to your documents in the cloud with the speed and performance of a desktop app

Cloud-based storage with organized workflows built for accounting firms

Search across all documents with full-text indexing

Mount SmartVault directly to your file system

Access files from mobile devices

Edit PDF documents within SmartVault

Print to PDF functionality

Access and manage files from any device, anytime, with built-in compliance controls

Track every user interaction for compliance and peace of mind

Automatically lock files after a certain period

Create authoritative, immutable copies of critical documents

Track, secure, and retain documents to meet IRS, SOC 2 Type 2, and FTC compliance

Simplifying compliance for accounting firms with templated WISP documents to ensure compliance with the FTC Safeguard Rule

Create custom permission groups for different user types

Encrypted messaging and file transfer

Encrypted document exchange with customizable permissions

Secure file sharing with password protection

Protect PDF documents with passwords

Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards

Enhanced security with two-factor authentication

Set roles and permissions to safeguard sensitive files

Deliver files across multiple clients with just a few clicks

Bulk print organizers and returns

Streamline your end-to-end tax prep workflow with SmartVault's secure, automated solution

SmartRouting reads metadata from your tax software to identify the client, tax year, and document type; saving hours and reducing the risk of filing errors

Snap photos of documents from your phone or tablet, which upload to SmartVault as clean, cropped PDF files

Templates designed for tax preparation workflows

Ability to archive clients

Standardize folder structures across clients and staff

Client interactions based on industry: Engagements, Projects, Matters, and Loans

Request, track, and receive documents in one workspace

Automated email notifications for document actions

Track and manage document versions

Linked Clients lets you quickly connect and access related client files. Access files faster and simplify complex client management with an instant interconnected clients view

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients

Print and automatically route documents to SmartVault

AI-powered document requests that ask the right questions at the right time

Easily create professional, branded PDF files for your customers to fill directly in SmartVault via Docdown

Streamline document collection, approvals, and tax prep

Collect signatures on tax documents, engagement letters, and approvals

Secure signatures via DocuSign, including KBA, with audit-ready workflows

Use structured PDFs for engagement letters and payment authorizations

Pin code authentication for digital signature

Create and reuse templates for forms and documents

Payment processing requires integration with DocuSign

Sign documents on mobile devices

Integrate an existing DocuSign account for knowledge-based authentication and ID verification