Rightworks + SmartVault
Faster, safer document management
Boost productivity and security with the Rightworks Cloud and SmartVault Accounting Pro — the No. 1-rated file sharing and client portal solution for accounting firms.
Simple, secure file sharing for clients and staff
SmartVault gives your clients a secure portal to exchange documents anytime, anywhere — backed by the protection of the Rightworks Cloud. Customizable templates automatically place the right folders in each client portal, while document requests and automated reminders keep timelines on track.
Seamless integration with your tax tools
Save time during tax season with workflows built for Lacerte, ProSeries, UltraTax, CCH®, Drake, DocuSign, and more. Reduce manual tasks, keep workflows compliant, and give your staff more time to focus on high-value services
“Having both SmartVault and Rightworks provides me peace of mind that our data—and our clients’ data—is secure and easily accessible in the cloud, which has made us more effective and efficient.”
