Document Management Solutions (SmartVault)
We are delighted that SmartVault, the leading provider of cloud document management solutions for accountants, has partnered with the ICPA to provide members with an all-in-one solution for online document storage and secure file sharing
ICPA members receive an exclusive 50% discount on SmartVault for life!
SmartVault will transform your workflow so you can get more done in less time. Save time and money with a paperless office and secure client document portal.
Secure integrations with the apps you love:
● Hubdoc, and more
Securely collect, store & share files
Simplify the process of collecting files from clients, storing them securely, and sharing them with the right people.
Create efficient, standardized workflows
Simple workflows and standardized templates help you streamline your processes and gain efficiencies that scale.
Easy to learn, easy to use
If it's not easy to get started and fun to manage, your employees and clients won't use it. We guarantee you'll love it, or you'll get your money back.
Automate manual paper-based tasks
Spend more time doing what you love, and less time fetching, filing, and finding documents.
Eliminate security vulnerabilities
Consumer-grade cloud apps put your firm and your clients at risk. SmartVault employs bank-level security practices to protect your documents and your business.
Want to see it in action?