Secure File Sharing for Accounting Professionals

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QuickBooks Gold Developer

Custom branded client portals

Professionally branded client portal, customized with your logo, color scheme, and a custom URL.

Audit reports and alerts ensure compliance

Automatic alerts notify when files are ready to be viewed. Audit reports let you track employee and client activity.

Advanced security features and controls

Data security with authenticated login and AES-256 bit encryption in transit and at rest

Anytime, anywhere access 

Integrates with your favorite apps

Seamless application integration with plug-ins for QuickBooks, QuickBooks Online, Microsoft Outlook and more…

Access your files from our mobile apps, a mapped drive on your computer, or from your custom client portal.

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Meet compliance requirements

Streamline workflow

Service clients more effectively in less time

We Speak "Accountant"

We've worked with thousands of accountants over the years, and even have staff that focus exclusively on working with CPAs, ProAdvisors, and bookkeepers.

Our customers rate us

Seamless QuickBooks Integration

With SmartVault's award-winning Toolbar for QuickBooks, you can scan and attach files directly in entries in QuickBooks or QuickBooks Online. You can also use SmartVault to securely share QuickBooks files with clients!

SmartVault Rated 5 Stars

on Apps.com

“SmartVault was the right client portal solution, all around. It's a highly secure platform for sharing documents in the cloud and is easy to implement and learn."

Darren Root, CPA.CITP
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“SmartVault is hands-down the most intuitive document management and portal solution available to the accounting profession. Our clients love it!"

Scott Kregel, CPA.CITP
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“SmartVault makes my life so much easier. My files are at my fingertips at all times, and when my clients need a file, it's so easy to share with them!" 
 

Dawn Brolin, MSA
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Loved by Thousands of Bean-Counters...

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SmartVault for Accountants 

Unlimited Everything for Client Accounting and Bookkeeping Services

Unlimited Storage

Unlimited Clients and Guests

Unlimited QuickBooks Companies
 

Branded Client Portals

Desktop Apps & Integrations

Mobile Apps

/ Firm User

$35

Requires Minimum of 3 Firm Users

 

QuickBooks ProAdvisors - Check Out Our Special Plan Just for You!

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Don't Do Client Bookkeeping? - Check Out Our File Sharing Plans