With SmartVault, you can onboard clients, collect documents, prepare and deliver returns, and archive files while avoiding email chaos and compliance risks. Built specifically for accounting workflows and …

SmartVault offers business professionals the easiest way to request, gather, store, manage, share, and sign their critical documents — with bank-level security.

SmartVault isn’t just about storing more, it’s about working smarter. With built-in automation, secure client access, and compliance baked in, your cloud storage becomes the foundation of a more …

Explore SmartVault pricing and plans to find the best Document Management System with client portal and secure file sharing for your business.

Sign in to SmartVault securely using your email and password to access and manage your accounts, documents, clients, and employees.

SmartVault has created the easiest and most secure way for you, your staff, and your clients to gather, store, share, and eSign documents in the cloud.

Sign in to your SmartVault account below.

Generate consistent, branded engagement proposals, automate client intake forms or checklists, and send for signature—all auto-filed into the right SmartVault folder.

SmartVault’s client portal software enables your firm to securely share tax documents, exchange information & deliver service to customers efficiently.

Getting Started Your quick start guides to using SmartVault. Access setup instructions, account basics, and key tips to get you started with confidence.