SmartVault Email Format

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.

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