SmartVault integrates easily with accounting, tax, and CRM software to offer businesses a platform for storing their critical documents securely, automating the document workflow, and facilitating easy file sharing in the cloud.
STARTER - $25.00 per month
TEAM - $15.00 per month
PROFESSIONAL - $25 per month
ACCOUNTING PRO - $50 per month
TAX PREP - $37.50 per month
QuickBooks, Drake, Lacerte, Intuit ProSeries, ProSysytem FX, ATX, UltraTax, Taxwise, Xero, Salesforce, Method CRMVisit Website
Store all your documents in SmartVault’s secure cloud environment with automatic backup and data encryption and get anywhere, anytime access to data.
Set access, create, edit, or delete permissions for different users according to their roles. SmartVault supports compliance with HIPAA, GLBA, FINRA, and others.
Get any documents e-signed on the client portal or SmartVault Connected Desktop from any device. Receive notifications for the confirmation of signatures by all members.
With SmartVault’s built-in client portal, you get a user-friendly interface to share files easily, which can be customized with your company’s brand name and logo.
SmartVault offers automation with the batch distribution of documents to clients by a single click and sending of files to the right destination after printing.
SmartVault integrates with accounting applications (QuickBooks), tax applications (Lacerte), and CRM (Salesforce, Method CRM) to enable a seamless data flow.
Along with SmartVault’s secure online document storage platform, you can also host your applications on the cloud to get a complete cloud solution. Ace Cloud Hosting offers hosting of applications like QuickBooks, Lacerte, and ProSeries on the cloud, which can be integrated seamlessly with SmartVault to enable an efficient and error-free workflow.
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