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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.