SmartVault
Secure document sharing for accountants
SmartVault is a cloud-based solution designed specifically for accountants. It helps you manage documents, share files securely, and streamline workflows — all while meeting the highest standards for security and compliance.
With custom branding, flexible folder structures and email templates, SmartVault adapts to your firm’s needs.
Why choose SmartVault?
- Secure file sharing – collect, store and share documents with clients safely
- GDPR compliant – built for data protection and peace of mind
- Custom workflows – automate manual tasks and standardise processes
- Easy to use – intuitive for both staff and clients
- Bank-level encryption – eliminate risks from consumer-grade apps
- Integrates with your tools – including Xero, QuickBooks, DocuSign, Outlook, TaxCalc and more
Save time, reduce admin
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Go paperless and cut costs
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Automate document collection and filing
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Improve team efficiency with smart task flows
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Keep everything in one secure place
Exclusive AIA member offer
Book a 15-minute demo to unlock your 20% discount and see how SmartVault can work for your firm.
Book Now
