smartvault.comSmartVault - Online Document Storage and Secure File Sharing for Business

Support Help Center Contact Support Contact Log In Features Features Online Document Storage Client Portal Secure File Sharing eSignature Workflow More Integrations QuickBooks Outlook DocuSign Lacerte ProSeries Hubdoc More Security Security Overview Security FAQ Compliance HIPAA GDPR FINRA SEC More Pricing Solutions Industries Accountants Financial Services Retail & Franchise Industrial & Manufacturing Construction Customers Case Studies Resources Support & Training Support Center Getting Started 1-on-1 Training Services Resource Center Webinars eBooks Articles Case Studies Blog More See a Demo Support Help Center Contact Support Contact Log In The smart way to Automate your document workflow with the platform trusted by over 20,000 accounting and business professionals. Schedule a 15-minute demo First Name * Last Name * Email * Phone Number * Company Name * Company Size * Company size 1-2 3-4 5-10 11-25 More than 25 Country * Country United States Canada United Kingdom Australia / New Zealand Other We’re committed to your privacy. For details, visit our Privacy Policy. Email This field is for validation purposes and should be left unchanged. Schedule a Demo -- Schedule a Demo Real work begins when you automate the boring stuff SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's built for accounting and business professionals. Online Document Storage Go paperless and centralize your documents with smart online document storage that's built for your business. Learn More Branded Client Portals Give your clients a secure, easy, and professional way to collaborate with you in the cloud. Learn More Secure File Sharing Enjoy the ease and convenience of sharing files in the cloud, without compromising on security. Learn More FEATURES OVERVIEW -- FEATURES OVERVIEW Seamless integration with the apps you MORE INTEGRATIONS -- MORE INTEGRATIONS See how SmartVault works for your industry Accounting & Bookkeeping Financial Services Retail & Franchise Construction Industrial & Manufacturing Save time and money with a paperless office and standardized workflows SEE A DEMO -- SEE A DEMO Securely collect, store, & share files Simplify the process of collecting files from clients, storing them securely, and sharing them with the right people. Create efficient, standardized workflows Simple workflows and standardized templates help you streamline your processes and gain efficiencies that scale. Easy to learn, easy to use If it's not easy to get started and fun to manage, your employees and clients won't use it. We guarantee you'll love it, or you'll get your money back. Automate manual paper-based tasks Spend more time doing what you love, and less time fetching, filing and finding documents. Eliminate security vulnerabilities Consumer-grade cloud apps put your firm and your clients at risk. SmartVault employs bank-level security practices to protect your documents and your business. Bank-Grade Security AES-256 bit encryption protects your data at rest, and SSL protects your documents in transit. SECURITY OVERVIEW Compliance Tools Get the tools you need to stay in compliance with regulations like HIPAA, FINRA, SEC, and more. COMPLIANCE OVERVIEW 20,000+ accounting and business professionals SmartVault Rated 5 stars on Apps.com I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow Working within an online system has helped me streamline workflow and boost efficiency ... I was able to transition from hourly billing to fixed fees. We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money. We use the SmartVault client portal to communicate with clients and deliver files. It’s so efficient, and it’s the level of digital service that the majority of our clients expect. I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow The integration between SmartVault and QuickBooks is fantastic! The applications talk to each other, making it easy to electronically file all documents. I no longer have to run between offices to locate requested files. We have for sure saved time because we can easily support our out-of-state and out-of-country clients. Having a system that is ‘always on’ is great. I’m 100% about client satisfaction, whether that means a paperless process, portals, or still delivering a paper copy. I want my clients to be happy. SmartVault allows me to support all my clients, no matter where they are in the paperless transition. SmartVault has been integral in helping us standardize client services. We were able to create our own unique, uniform filing structure within the system, so now all we have to do is duplicate the file structure for each new client. It makes the onboarding process much easier. I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault... I used to ‘survive’ during tax season. I now operate much more efficiently. Anne Rosa Owner Anne Rosa, CPA Donna Olah-Reiken Owner Preferred Small Business Solutions Robert Laundry CPA Robert Laundry, CPA Gary Kreitz CPA Gary A. Kreitz CPA & Associates, Inc. Anne Rosa Owner Anne Rosa, CPA Latoya Jablonski Partner Stearns Furniture Jim Roberge CPA, Partner Karr & Boucher, PLLC Casey Lynch CPA Casey Lynch, CPA Marsha Gibb Onboarding Manager Growthforce Michael Yuda CPA Michael J Yuda, CPA ALL CASE STUDIES -- ALL CASE STUDIES Ready to get started? Open a free trial account and we'll be in touch to help you get up and running. Start free trial -- Start free trial Want to see it in action? Book a 15-minute demo to see exactly how SmartVault can work for your business. See a demo -- See a demo 866 674 6785 Contact Us Support Log In Company About Us Leadership Careers Contact Developers Blog Features Online Document Storage Client Portal Secure File Sharing eSignature Workflow More Integrations QuickBooks Outlook DocuSign Lacerte ProSeries Hubdoc More Industries Accountants & Bookkeeping Financial Services Retail & Franchise Industrial & Manufacturing Construction Security Security Overview Security FAQ Compliance HIPAA GDPR FINRA SEC More Support & Training Support Center Getting Started 1-on-1 Training Services Resource Center Webinars eBooks Articles Case Studies Blog More Company About Us Leadership Careers Contact Developers Blog 866 674 6785 Contact Us Support Log In © 2008-2019 SmartVault Corporation, All Rights Reserved EULA Privacy Policy Terms of Service Sitemap EULA Privacy Policy Terms of Service Sitemap © 2008-2019 SmartVault Corporation, All Rights Reserved...