Reckon SmartVault

Online document management for accountants & bookkeepers

Speed up and simplify your workflow with SmartVault

It’s in the cloud

Access your documents anytime, anywhere, and convert to a paperless workflow.

Increase profits

Drive efficiencies in your workflow so you can focus on higher value activities for your clients.

Secure file sharing

With bank-level AES-256 bit encryption and user permissions, you control who has access to your docs.

Be audit ready

Attach source files directly to transactions – and find the backup documents you need quickly and easily.

“SmartVault is hands-down the most intuitive document management and portal solution available to the accounting profession.”

– Scott Kregel, CPA, MST, Owner

Simplicity of a cloud drive, built for businesses

Reckon integration

You and your clients can scan, upload and access files right from inside Reckon Accounts*.
*Desktop version only

Outlook plug-in

Upload attachments or entire emails to SmartVault and request files from clients – all from Outlook.

Audit reports & alerts

Automatic alerts notify when files have been uploaded or viewed. Audit reports track who accessed what file and when.

Branded client portal

Increase professionalism when sharing files by creating a branded client portal, customised with your business logo and colour scheme.

Folder templates

Create a folder template and replicate it across all clients to better organise and manage client and firm data.

Inbox for scanning

Upload documents with our simple scanning wizard – clients can scan directly to a private inbox for easy sharing.

Become a SmartVault Expert

Access our online training to learn about SmartVault’s features and functionalities, including how it can help streamline workflows and meet the unique security and compliance needs required of accounting professionals, and your clients.

Working within an online system has helped me streamline workflow and boost efficiency… I was able to transition from hourly billing to fixed fees.

Donna Olah-Reiken

Owner

SmartVault is the future of the profession. All-digital is where firms should be. It’s certainly where we want to be.

Leann Smith

Staff Accountant

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

Get in touch

If you require any information, please fill out and submit the below form and we’ll contact you shortly.