Company profile
SmartVault
Connect your tax prep software with a SOC 2 Type 2 compliant document management and client collaboration solution.
- Industry
- Software Development
- Employees
- 73
- Headquarters
- Houston, Texas
- Founded
- 2008
- LinkedIn followers
- 6,522
- Office locations
- 1
SmartVault company summary
SmartVault is a company in the Software Development industry, headquartered in Houston, Texas, founded in 2008. On LinkedIn the company has around 73 employees and 6,522 followers. Its listed specialties include Online Document Storage, Secure File Sharing, QuickBooks Document Management, Lacerte and ProSeries Document Management, cloud-based.
What technology does SmartVault use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About SmartVault
SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.
Specialties
Where is SmartVault located?
SmartVault lists 1 location.
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Frequently asked questions about SmartVault
What does SmartVault do?
SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.
How many employees does SmartVault have?
SmartVault has around 73 employees on LinkedIn.
Where is SmartVault headquartered?
SmartVault is headquartered in Houston, Texas.
When was SmartVault founded?
SmartVault was founded in 2008.
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