Onlime.dk tilbyder lagring af filer I skyen til enkeltpersoner, familier, erhverv og organisationer. Med et abonnement kan du via…
5.0
3 reviews
About SmartVault
Smartvault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, smartvault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance.
Today, over 3 million users across 30,000+ businesses trust smartvault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software - including intuit lacerte, proseries, proconnect tax, ultratax cs, drake, and cch - allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place.
Smartvault is soc 2 type 2 compliant, offering security features that help firms meet irs 4557, ftc safeguards rule, and glba compliance requirements. Smartvault goes beyond document storage to automate the full tax prep workflow, reducing manual work an
Leadership
- Aaron Dick Director Of Sales Houston, Texas, United States LinkedIn profile
- Abhishek P Head Of Devops Cambridge, Ontario, Canada LinkedIn profile
- Adila F Human Resources Consultant & Founder Houston, Texas, United States LinkedIn profile
- Bryan Brorsen Chief Revenue Officer (Cro) Spring, Texas, United States LinkedIn profile
- Chad Helmlinger Director Of Marketing Austin, Texas, United States LinkedIn profile
- Dania Buchanan President Houston, Texas, United States LinkedIn profile
- Daniel Fritz Director Of Products Houston, Texas, United States LinkedIn profile
- Emily Trimm Director Of Business Operations Houston, Texas, United States LinkedIn profile
- Jonathan Young Vice President Of Growth Houston, Texas, United States LinkedIn profile
- Lauren Montelongo Director Of Strategic Projects & Operations Houston, Texas, United States LinkedIn profile
- Luke Kiely Chief Information Security Officer Cambridge, England, United Kingdom LinkedIn profile
- Rachel Montana Global Director Of Marketing Houston, Texas, United States LinkedIn profile
At a glance
| Classification | |
|---|---|
| Headquarters | Houston, Texas, United States |
| Founded | 2008 |
| Company size | 51-200 |
| Revenue | $10 - 50m |
| Profiles | Log in to view |
Profile
Specialties: Online Document Storage, Secure File Sharing, Quickbooks Document Management, Lacerte And Proseries Document Management, Cloud-Based, Esignature, Workflow, Docusign, Accounting, Branded Client Portal, Document Request Lists, Connected Desktop, Customizable Folder Templates, Document Storage, Client Portal, HIPPA Compliance, CCPA Compliance, FINRA Compliance, GLBA Compliance, GDPR Compliance, Software Development, And GDPR Compliance
Technologies: Highlight.Js, Twemoji, Google Tag Manager, Bash, Priority Hints, Linux, Sql, Selenium, Appcues, Rest ...
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