Discover the document management tool and client portal solution that's fully integrated with Intuit's tax software.
Support your business processes with these SmartVault benefits
Streamlined workflow and collaboration
Save documents directly to SmartVault. Import your clients, print their tax returns, and have them automatically routed to the right client folder by tax year.
Online document management
File management simplified. Access, share, and collaborate on files from any device with full-text search capabilities.
Unlimited storage and unlimited clients
Never worry about running out of space. Store all your files with infinite storage capabilities, and get file versions recovery with no time limit.
Personalized experience
Customizable client portal to simplify client communication, request lists, secure file sharing, and submissions of e-signatures.
Security and compliance
Bank-level security and variable access rights to ensure compliance. Plus, full audit trail of user actions in files with automated alerts and real-time activity reporting.
