Secure documents with Smartvault

Secure Document Management Made Easy for You and Your Clients

Combine SmartVault, the No. 1 rated file sharing and client portal solution for accountants, with Right Networks to achieve highly secure, standardized workflows.

To learn more, contact your Account Executive or:
If you work for an accounting firm, call 888-245-0292.

Work Securely in the Cloud with Right Networks + SmartVault Accounting Pro

When you combine SmartVault Accounting Pro with Right Networks, you get everything you need to run your accounting practice in the cloud securely, easily and efficiently. SmartVault adapts to the tools you already have in place with integrations and workflows to Lacerte, ProSeries, UltraTax, CCH, Drake, DocuSign and more. Uplevel your workflow game with an integrated system purpose built for accounting firms.

View SmartVault in Action

See how the SmartVault cloud-based document management and client portal platform can help your firm save time and money:

  • Share Files with Client Easily
  • Simplify Document Requests
  • Capture Client Signatures Quickly

Built for Accountants, By Accountants

Features to help you save time and securely collaborate with clients.

Branded client portals
Branded Client Portals

Offer a secure, intuitive place to do business with your clients…where they can easily exchange sensitive documents anytime and anywhere with confidence.

secure file sharing
Secure Filing Sharing

Offering bank-level security, clients can rest assured that all documents are encrypted while shared and stored.

streamlined workflow
Streamlined Workflow

Seamless integrations with popular solutions like Lacerte, ProSeries and QuickBooks accelerate efficiency, reduce manual work and free you to focus on higher-value advisory work.

Save Time When You Need It Most

Save time during tax season with workflows and templates built for accountants, by accountants. Easily request clients’ source documents to complete their tax returns and send reminders from SmartVault to keep clients (and timelines) on track.

Collaborate with Clients
With SmartVault, you get a custom-branded online portal—offering a highly secure, easy and professional way to collaborate with your clients…wherever they are. It’s easy to invite clients to your portal, and they can access it directly from your website. Customizable folder templates automatically place the right folders in each client portal, providing a seamless—and efficient—experience. 
Intuit Accountants
Works with Lacerte and ProSeries
Connecting Lacerte or ProSeries with SmartVault is easy. The SmartVault Connected Desktop enables you to seamlessly sync your Intuit Tax Account to get you up and running fast. And with bank-level security, rest assured that firm and client documents are always compliant and secure.
Learn More About Lacerte and Proseries Integrations
Intuit hosting
Works with Hosted QuickBooks
SmartVault Accounting Pro is supported in the Right Networks QuickBooks Desktop Cloud, QuickBooks Business Cloud and QuickBooks Application Cloud. When you add SmartVault to your Right Networks QuickBooks Hosting plan, you’ll enjoy the powerful workflow management capabilities that come with it. 

Having both SmartVault and Right Networks provides me peace of mind that my data and my clients’ data is secure and easily accessible in the cloud, providing me with much higher effectiveness. We can have peace of mind knowing that both of these apps are working to keep us secure and efficient. I highly recommend other accounting professionals use both of these powerful tools to strengthen their tech stack and improve their service offerings to their clients.

— Caleb Jenkins
Leader of Client Accounting Services
RLJ Financial Services, Inc.

Read The Success Story

Offered from a Trusted Partner: Right Networks

Right Networks customers receive preferred pricing on our flexible monthly subscription, plus the convenience of consolidated invoicing from a single vendor. And, as the trusted technology provider for accounting firms for more than 20 years, Right Networks understands your business and workflows, so you can trust us to guide you in
determining the best solutions for your firm.

Ready to see how SmartVault can power boost workflow efficiency?
person sitting at computer reading a paper document

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