Rightworks + SmartVault
Connect and secure every step of tax prep
Take the friction out of tax prep—for you and your clients. SmartVault brings your clients, files, and tax tools into one system of record, secured by the Rightworks cloud.
Collaborate securely from start to finish
Engage & lock in scope
Send price-tiered engagement letters and onboard clients into a secure portal.
Collect & automate intake
Give clients a clear, mobile-friendly way to upload every document at once.
Prep & review
Keep preparers and reviewers aligned in a single workspace with AI tools, consistent naming logic, and version history.
Deliver & guarantee payment
Release returns and collect eSignatures with optional payment gating.
Archive & build trust
Automate long-term file storage and use client history for advisory services.
Built with your tax tools in mind
Unlike basic document management systems (DMS), SmartVault is purpose‑built for accounting firms and their processes. It has seamless integration with tax tools like Lacerte, ProConnect, ProSeries, UltraTax CS, and more. SmartVault also supports high-volume client interactions and workflows that include built-in unlimited eSignatures, KBAs, PDF form filling, and quotes and proposals.
Compliance without compromise
SmartVault aligns with SOC 2 Type 2, IRS 4457, and FTC Safeguards standards. The Rightworks cloud secures every step of your workflow, without slowing you down.
