SmartVault

SmartVault is an all-in-one solution for online document storage and secure file sharing built for the unique security, workflow, and compliance needs of the modern accountant. The solution is flexible to fit your needs, from bespoke folder & email templates, to custom branding of your client portal.

Save time and money with a paperless office and secure client document transfer. SmartVault is GDPR compliant, and has integrations with the apps you love:

      • Xero
      • Quickbooks
      • DocuSign
      • Outlook
      • Hubdoc, and more

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, standardised workflows

Simple workflows and standardised 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 encryption and security practices to protect your documents and your business.

Want to see it in action?

Book a 15-minute demo here to unlock your 20% discount and see exactly how SmartVault can work for your business