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SmartVault

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Join the document revolution today

SmartVault is a leading online platform for managing and securely sharing files, trusted by over 25,000 accountants and 1 million guest users. It’s the easiest way to store, share and manage your most important documents, without ever compromising on security. 

SmartVault’s automated workflows, integrations with leading accounting apps, and customisation features allow you to create document workflows that work for you. 

Move away from sending documents over unsecure emails and transition into your own, fully branded client portal. As well as being the only document storage platform integrated with TaxCalc, we also provide;

  • Bank-level encryption across all files
  • Email capture
  • Document workflow and status tracking via a unique request dashboard
  • Version control & audit trails
  • White-labelled client portal
  • Integrated eSign functionality powered by DocuSign
  • Integrations with Quickbooks, Xero and many more 
  • Easy collaboration with team members and clients

Stay GDPR and AML compliant whilst protecting your firm from cyberattack. Join the document revolution today.

“SmartVault integrates securely with TaxCalc which means we could streamline our tax workflow easily by retrieving documents straight from SmartVault into TaxCalc. I would definitely recommend other firms look at how they are handling client documents and think about it in terms of streamlining workflow, security and service level, especially when during tax season which can be stressful enough as it is!”

Mel Storer, Director, BKPS Ltd

“Since we implemented SmartVault we have seen benefits both internally, with our workflows and efficiencies and how we produce our accounts, and more importantly externally, and how we interact with our clients. What SmartVault allows us to do is make compliance a much smoother ride, so when we’re communicating to our clients with what could be an onerous request, SmartVault makes that a lot smoother.”

Steve Price, Director, BWP Inspire

“We upload in excess of 800 documents a month for our clients to access in SmartVault. Essentially, anything that we can’t email under GDPR, such as payslips, P60s, pension letters and other sensitive information, is uploaded to SmartVault. We can set different permissions to maintain client privacy and data security. I definitely recommend SmartVault, it’s an extremely useful system”

Mark Hill, Managing Director, Ashfield Accountancy/NetPayroll

Tags

Cloud Cloud document storage Document storage
TaxCalc

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