What is SmartVault?
SmartVault provides a comprehensive document management solution tailored for accounting professionals, featuring cloud-based storage with organized workflows built specifically for tax and accounting firms. The platform serves as a central hub where teams can collaborate, clients can interact securely, and workflows can be automated to improve efficiency during tax season and beyond.
With enterprise-grade security meeting IRS, FTC, and SOC 2 Type 2 compliance standards, the system protects sensitive tax data while offering unlimited cloud storage, customizable client portals, and seamless integrations with popular tax software including Lacerte, ProSeries, ProConnect, UltraTax, and Drake. The AI-powered SmartRequestAI feature automates document collection by asking the right questions at the right time, transforming client intake workflows.
Features
- Document Management (DMS): Cloud-based storage with organized workflows built for accounting firms
- Client Portal: Branded portal for document sharing, requests, and client collaboration
- Security & Compliance: Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards
- Workflow Automation & Efficiency: Streamline document collection, approvals, and tax prep
- SmartRequestAI: AI-powered document requests that ask the right questions at the right time
- Software Integrations: Sync instantly with Lacerte, ProSeries, ProConnect, UltraTax, Drake, and more
- eSignature & Form Approvals: Collect signatures on tax documents, engagement letters, and approvals
- Unlimited Cloud Storage: Access and manage files from any device with built-in compliance controls
Use Cases
- Automating tax preparation workflows for accounting firms
- Secure document sharing and collaboration with clients
- Client onboarding with engagement letters and document collection
- Compliance management for IRS, FTC, and SOC 2 Type 2 requirements
- Document storage and organization for financial institutions
- Legal document management with advanced security features
- Healthcare provider compliance with secure document handling
