Filed under Document management


SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow with:

  • Secure online document management
  • Branded client portals for file sharing
  • Integration with leading tax and accounting applications
  • Anytime, anywhere access to firm and client documents

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