SmartVault

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