Speed up and simplify your workflow with SmartVault
It’s in the cloud
Access your documents anytime, anywhere, and convert to a paperless workflow.
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
You and your clients can scan, upload and access files right from inside Reckon Accounts*.
*Desktop version only
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.
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
SmartVault is the future of the profession. All-digital is where firms should be. It’s certainly where we want to be.Leann Smith
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