Smart Vault

SmartVault is a leading document management and workflow automation platform built specifically for accounting and tax professionals. For over 15 years, the company has powered secure, compliant operations for more than 30,000 accounting and tax practitioners serving 3 million global users. The platform stores over 500 million documents with industry-leading security standards, including SOC 2 Type 2 compliance and a proven track record of 100% uptime. SmartVault streamlines the entire tax preparation lifecycle—from client engagement and document collection through return preparation, secure delivery, and audit-ready archiving. By integrating seamlessly with leading accounting software including Rightworks, TaxCalc, Juno (formerly TruePrep AI), and Microsoft Outlook, SmartVault eliminates the disjointed tools and email chaos that complicate tax season workflows. The platform enables firms to operate entirely paperless and cloud-based, reducing IT costs while maintaining rigorous security and accessibility standards that protect sensitive client data and ensure 24/7 availability for both practitioners and their clients.