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THE SMART WAY TO
W|

Over 1 million people trust SmartVault with their most sensitive documents.

Built with bank level security, SmartVault's single platform is the most secure
way to store and share your documents.


SCHEDULE A 15-MINUTE DEMO





SECURE, CLOUD-BASED DOCUMENT MANAGEMENT AND STORAGE BUILT FOR THE UNIQUE
SECURITY, COMPLIANCE, AND WORKFLOW NEEDS OF BUSINESS PROFESSIONALS.

SmartVault is the all-in-one solution for online document storage and secure
file sharing. Now's the time to standardize and digitize your workflow with the
only solution that's built for accounting and business professionals.


ONLINE DOCUMENT STORAGE

Go paperless and centralize your documents with smart online document storage
that's built for your business.

Learn More


BRANDED CLIENT PORTALS

Give your clients a secure, easy, and professional way to collaborate with you
in the cloud.

Learn More


SECURE FILE SHARING

Enjoy the ease and convenience of sharing files in the cloud, without
compromising on security.

Learn More
FEATURES OVERVIEW


SEAMLESS INTEGRATION WITH THE APPS YOU


MORE INTEGRATIONS


SEE HOW SMARTVAULT WORKS FOR YOUR INDUSTRY


ACCOUNTING & BOOKKEEPING




FINANCIAL SERVICES




RETAIL & FRANCHISE




CONSTRUCTION




INDUSTRIAL & MANUFACTURING




SAVE TIME AND MONEY WITH A PAPERLESS
OFFICE AND STANDARDIZED WORKFLOWS

SEE A DEMO


SECURELY COLLECT, STORE,  & SHARE FILES

Simplify the process of collecting files from clients, storing them securely,
and sharing them with the right people.


CREATE EFFICIENT,
STANDARDIZED
WORKFLOWS

Simple workflows and standardized templates help you streamline your processes
and gain efficiencies that scale.




EASY TO LEARN, EASY TO USE

If it's not easy to get started and fun to manage, your employees and clients
won't use it. We guarantee you'll love it, or you'll get your money back.




AUTOMATE MANUAL PAPER-BASED TASKS

Spend more time doing what you love, and less time fetching, filing and finding
documents.

 


ELIMINATE SECURITY VULNERABILITIES

Consumer-grade cloud apps put your firm and your clients at risk. SmartVault
employs bank-level security practices to protect your documents and your
business.


BANK-GRADE SECURITY

AES-256 bit encryption protects your data at rest, and SSL protects your
documents in transit.

SECURITY OVERVIEW


COMPLIANCE TOOLS

Get the tools you need to stay in compliance with regulations like HIPAA, FINRA,
SEC, and more.

COMPLIANCE OVERVIEW


20,000+ ACCOUNTING AND BUSINESS PROFESSIONALS SMARTVAULT

Rated 5 stars on Apps.com

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

> Working within an online system has helped me streamline workflow and boost
> efficiency ... I was able to transition from hourly billing to fixed fees.

> 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.

> 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.

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

> The integration between SmartVault and QuickBooks is fantastic! The
> applications talk to each other, making it easy to electronically file all
> documents. I no longer have to run between offices to locate requested files.

> We have for sure saved time because we can easily support our out-of-state and
> out-of-country clients. Having a system that is ‘always on’ is great.

> I’m 100% about client satisfaction, whether that means a paperless process,
> portals, or still delivering a paper copy. I want my clients to be happy.
> SmartVault allows me to support all my clients, no matter where they are in
> the paperless transition.

> SmartVault has been integral in helping us standardize client services. We
> were able to create our own unique, uniform filing structure within the
> system, so now all we have to do is duplicate the file structure for each new
> client. It makes the onboarding process much easier.

> I estimate that we’ve boosted efficiency during tax season by at least 90%
> since implementing SmartVault... I used to ‘survive’ during tax season. I now
> operate much more efficiently.

Previous
Jim Roberge
CPA, Partner
Karr & Boucher, PLLC
Casey Lynch
CPA
Casey Lynch, CPA
Marsha Gibb
Onboarding Manager
Growthforce
Michael Yuda
CPA
Michael J Yuda, CPA
Anne Rosa
Owner
Anne Rosa, CPA
Donna Olah-Reiken
Owner
Preferred Small Business Solutions
Robert Laundry
CPA
Robert Laundry, CPA
Gary Kreitz
CPA
Gary A. Kreitz CPA & Associates, Inc.
Anne Rosa
Owner
Anne Rosa, CPA
Latoya Jablonski
Partner
Stearns Furniture
Jim Roberge
CPA, Partner
Karr & Boucher, PLLC
Casey Lynch
CPA
Casey Lynch, CPA
Marsha Gibb
Onboarding Manager
Growthforce
Michael Yuda
CPA
Michael J Yuda, CPA
Anne Rosa
Owner
Anne Rosa, CPA
Donna Olah-Reiken
Owner
Preferred Small Business Solutions
Robert Laundry
CPA
Robert Laundry, CPA
Gary Kreitz
CPA
Gary A. Kreitz CPA & Associates, Inc.
Anne Rosa
Owner
Anne Rosa, CPA
Latoya Jablonski
Partner
Stearns Furniture
Jim Roberge
CPA, Partner
Karr & Boucher, PLLC
Casey Lynch
CPA
Casey Lynch, CPA
Marsha Gibb
Onboarding Manager
Growthforce
Michael Yuda
CPA
Michael J Yuda, CPA
Next

ALL CASE STUDIES


WANT TO SEE IT IN ACTION?

BOOK A 15-MINUTE DEMO TO SEE EXACTLY HOW SMARTVAULT CAN WORK FOR YOUR BUSINESS.

See a demo


READY TO GET STARTED?

OPEN A FREE TRIAL ACCOUNT AND WE'LL BE IN TOUCH TO HELP YOU GET UP AND RUNNING.

Start free trial

 * 
 * 866 674 6785
 * Contact Us
 * Support
 * Log In

 * Company
   * Leadership
   * Careers
   * Contact
   * Developers
   * Blog


 * Features
   * Online Document Storage
   * Client Portal
   * Secure File Sharing
   * Document Management
   * eSignature
   * Request Docs
   * Workflow
   * Certified Vault
   * Email Capture
   * More

 * Integrations
   * QuickBooks
   * DocuSign
   * Lacerte
   * ProSeries
   * Hubdoc
   * TaxCalc
   * Outlook
   * More

 * Industries
   * Accountants & Bookkeeping
   * Financial Services
   * Construction
   * Education
   * Healthcare
   * Industrial & Manufacturing
   * Legal
   * Real Estate
   * Retail & Franchise

 * Security
   * Security Overview
   * Security FAQ
 * Compliance
   * HIPAA
   * GDPR
   * FINRA
   * SEC
   * More

 * Support & Training
   * Support Center
   * Getting Started

 * Resource Center
   * Webinars
   * eBooks
   * Articles
   * Case Studies
   * Time Savings Calculator
   * More

 * Compare SmartVault
   * SmartVault vs Intuit DMS
   * SmartVault vs ShareFile
   * SmartVault vs OneDrive
   * SmartVault vs MyDocSafe
   * SmartVault vs IRIS Openspace

 * Company
   * Leadership
   * Careers
   * Contact
   * Developers
   * Blog

 * 
 * 866 674 6785
 * Contact Us
 * Support
 * Log In


© 2008-2019 SmartVault Corporation, All Rights Reserved
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© 2008-2019 SmartVault Corporation, All Rights Reserved


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