What departments does SmartVault have?

SmartVault has employees across 9 departments including Information Security, Finance, Engineering, Information Technology, Product Management.

What is the largest department at SmartVault?

The largest department at SmartVault is Engineering with 3 employees.

Where are SmartVault employees located globally?

SmartVault has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has SmartVault's team size changed over time?

SmartVault's team has decreased from approximately 118 to 63 employees based on available data.

SmartVault Employee Directory

Software DevelopmentTexas, United States51-200 Employees

SmartVault is a software development company based in Houston, Texas, offering a cloud-based document management and client portal platform for accounting and tax professionals. Founded in 2008, the platform is designed to help firms streamline workflows, enhance client collaboration, and maintain security and compliance. The platform integrates with popular tax and accounting software, including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH, and as of May 2026 it was integrated with Intuit across major US tax preparation software providers. SmartVault is SOC 2 Type 2 compliant and provides security features intended to support IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. The company has 51-200 employees and serves over 3 million users across more than 30,000 businesses, with more than 500 million documents stored on the platform, and it automates the full tax prep workflow, reducing manual work and saving 60–90 minutes per return.

SmartVault Global Highlights

North America
98

United States Of America
97
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
4

Asia
3

India
3

SmartVault's Leadership

L. K.
Chief Information Security Officer
Mobile Phone
Email
P. H.
Chief Financial Officer
Mobile Phone
Email
A. P.
Head Of Devops
Mobile Phone
Email
B. O.
Technology Director
Mobile Phone
Email
D. F. C.
Director Of Products
Mobile Phone
Email
D. I.
Director Of Sales
Mobile Phone
Email
E. H.
Management Information Systems Director
Mobile Phone
Email
M. R.
Director Of Engineering
Mobile Phone
Email

SmartVault Employee Metrics

100%

50%

0%

2026

2025

Engineering
Marketing
Customer Success
Sales
Analytics
Other
Operations
Education

Contact profiles from SmartVault

Name

Title

Contact Info

Location

Last Update

D. M.
Information Technology Operations Manager
Mobile Phone
Email
E. K.
Sales Operations Manager
Mobile Phone
Email
May 08, 2024
K. B.
Manager, Customer Success
Mobile Phone
Email
Jul 16, 2022
J. S.
Customer Success Manager
Mobile Phone
Email
Jul 07, 2026
J. G.
Account Executive Ii
Mobile Phone
Email
Jun 30, 2026
I. R.
Marketing Development Representative
Mobile Phone
Email
Jun 10, 2026
P. L.
Devops Engineer
Mobile Phone
Email
United KingdomEngland
Mar 27, 2026
L. L.
Technical Content Strategist
Mobile Phone
Email
Oct 18, 2024
R. W.
Technical Support Specialist
Mobile Phone
Email
Oct 17, 2024
M. C.
Customer Onboarding Manager Lll
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is SmartVault known for?

SmartVault was founded in 2008 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-866-674-****

. Explore SmartVault's company overview page for more information.

What is SmartVault's most common email format?

SmartVault employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SmartVault email formats with LeadIQ.

How many employees does SmartVault have currently?

SmartVault has approximately 75 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are SmartVault's key employees and leadership?

As of July 2026, SmartVault's key employees include:

Chief Information Security Officer: L. K.
Chief Financial Officer: P. H.
Head Of Devops: A. P.
Technology Director: B. O.
Director Of Products: D. F. C.

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SmartVault Employee Directory

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