SmartVault provides cloud-based document management and secure client portal software designed primarily for accounting and tax firms. Its platform helps teams organize files, collaborate with clients, and manage tax workflows in one connected system, from onboarding and document collection through preparation, delivery, and archiving. Features include branded client portals, encrypted file sharing with customizable access controls, electronic signatures, form approvals, document requests, workflow automation, and unlimited cloud storage. SmartRequestAI uses AI to support document requests, while SmartProposal helps firms price and present proposals and collect payment within SmartVault.

The service integrates with tax and accounting applications including Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake, helping documents move through existing workflows. SmartVault also supports financial services, legal practices, and healthcare providers with secure document handling. Its security and compliance features include audit-ready document controls and support for IRS, FTC, and SOC 2 Type 2 requirements. Customers can access expert training and onboarding, self-paced learning, data migration and setup, and U.S.-based support and success coaching.