SmartVault
Cloud-based document management with AI-powered workflow automation built exclusively for accounting and tax professionals.
Overview
SmartVault operates as a specialized document management provider focused exclusively on the accounting and tax preparation market. In November 2025, the company launched SmartRequestAI, marking a strategic shift from passive document storage to active workflow intelligence. The AI system analyzes prior-year tax returns to automatically generate custom questionnaires and document request lists, creating formatted workpapers ready for tax software import.
Aaron Lovelace, Senior Account Manager at SmartVault, emphasized this evolution: "We're not just a document storage solution. We support every part of the tax prep workflow." The company strengthened its market position through an October 2025 Intuit ProConnect partnership, positioning itself as "the only fully integrated Document Management System for Intuit ProConnect."
Third-party validation came through SelectHub ranking SmartVault #1 in their Document Management Software directory based on 227 user reviews and an 88% satisfaction rating. Unlike general-purpose document management systems, SmartVault maintains SOC 2 Type II certification and integrations across major tax software platforms including Lacerte, ProSeries, UltraTax CS, CCH Axcess Tax, and Drake Software.
Key Features and Benefits
- SmartRequestAI: AI-powered document collection that reads prior-year tax returns to generate custom questionnaires and document request lists
- SmartScan Document Capture: Mobile app converting photos to clean, cropped PDFs with multi-page support and direct upload
- Exclusive Intuit ProConnect Integration: Direct tax return printing and storage with standardized engagement workflows
- QuickBooks Online Browser Extension: Document attachment, preview, and management within QuickBooks interface
- Automated Email Capture: Microsoft Outlook integration for automatic document filing from client communications
- Unlimited Storage and Clients: No capacity restrictions with audit trail documentation
- SOC 2 Type II Certification: Compliance-focused security for accounting industry requirements
Use Cases
Tax Preparation Workflows
SmartRequestAI analyzes historical tax data to predict document requirements, eliminating manual questionnaire creation. The system generates formatted workpapers ready for import into tax preparation software.
Client Portal Management
Secure document sharing with collaborative workflows between team members and clients while maintaining compliance documentation and audit trails.
Accounting Software Integration
Direct document management within QuickBooks Online and seamless integration with major tax preparation platforms for streamlined document-centric workflows.
Technical Specifications
| Feature | Details |
|---|---|
| Deployment | Cloud-based platform |
| Storage | Unlimited storage and clients |
| Security | SOC 2 Type II certified |
| Mobile | SmartScan app for iOS/Android |
| Email Integration | Microsoft Outlook automatic capture |
| Tax Software | Intuit Lacerte, ProConnect, ProSeries, UltraTax CS, CCH Axcess Tax, Drake |
| Accounting Software | QuickBooks Online/Desktop, Xero |
| Document Capture | Hubdoc, Ledgersync integration |
| eSignature | DocuSign integration |
| Hardware | ScanSnap, Canon scanner support |
Resources
Contact Information
SmartVault operates as a specialized document management provider focused exclusively on the accounting and tax preparation market. Contact information available through their official website and partner channels.
