SmartVault

SmartVault is a cloud-based software company that provides document management, client portal, and secure file sharing solutions. It is designed for accounting firms and financial institutions, offering features like eSignature, workflow automation, and compliance support. Since 2008, SmartVault has been helping businesses reduce costs and boost productivity, with over 30,000 accounting professionals and 3 million users.

SmartVault was founded in 2008 with the mission to help businesses reduce costs, boost productivity, improve staff well-being, and deliver higher levels of service to customers. It started as an idea to move document-related workflows into the cloud and has grown into a platform that integrates with popular solutions from Intuit, Thomson Reuters, Drake, DocuSign, Microsoft, HubDoc, TaxCalc, Canon, and more.

1. SmartVault | Document Management & Secure File Sharing Software
2. Services Overview | SmartVault
3. About SmartVault
4. Document Management for Financial Institutions | SmartVault
5. SmartVault