SmartVault

Software DevelopmentUnited States51-200 Employees

This is the reality for firms that have SmartVault, a document management and client portal built for accounting pros. 

Meet Dawn Brolin, CFE, CPA: She loves softball so much that she's a volunteer college softball coach during tax season. “I don't call it 'tax season' anymore. I call it softball season,” she jokes. But this isn't just about softball – it's about building a practice that gives her freedom to pursue her passions. 

Dawn isn't alone. Nick Boscia, CPA takes multi-week vacations while his firm runs smoothly without him. Tax attorney Eric Green's firm saves $150,000 annually through streamlined workflows. Benjamin Copeland, CPA saw a 75% increase in efficiency. John Coleman, CPA doubled his client base while making it to every one of his kids' baseball games.  

These aren't outliers – they're SmartVault customers who have built profitable firms and found work-life balance through secure, automated document management. 

What makes these transformations possible? SmartVault seamlessly integrates with tax software like Lacerte, ProSeries, ProConnect, UltraTax CS, and Drake, while providing 24/7 secure cloud access from anywhere, on any device. Our automated folder creation and document routing saves up to 10 minutes per return. Firms get custom client portals with digital PDF forms, request docs, eSignatures, and more – all protected by SOC 2 Type 2 compliance and bank-grade security. Plus, unlimited storage and guest users mean you can scale effortlessly as your practice grows. 

Ready to see what SmartVault can do for your firm? Visit us: SmartVault.com

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