SmartVault Accounting - Index - Oklahoma Society CPA Knowledge Hub

Your Document Management and Client Portal Powerhouse

SmartVault lets you share, request, and manage documents, engagement letters, PDF forms, proposals, signatures, and more. Our client portal makes it simple for clients to work with you. All 100% securely in the cloud with 24/7 anytime, anywhere access.

Unlimited Storage For All Your Firm and Client Documents

Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.

Request, Share, and Collaborate Securely

Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.

Impress New Clients and Create Timesaving Processes

Create custom folder templates, engagement letters, forms, or quotes, then share them with clients to eSign anytime, anywhere.

Make Getting and Sharing Documents Simple

Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.

Boost Productivity Through Integration

Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.

Protect Data and Abide With Regulations

Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.

Watch a Quick Overview of SmartVault Here

See how you can streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Schedule a Demo

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud.

Visit Our Website

Resources

Guide

Friday, August 15, 2025 SmartVault Accounting
Beyond FileCabinet CS:
Thomson Reuters has officially announced FileCabinet CS will reach end-of-life in 2027. But before you rush into picking a FileCabinet CS alternative, there are critical factors you must consider.

Read More
Guide

Friday, August 15, 2025 SmartVault Accounting
The FileCabinet CS® Sunset
Prepare your firm for FileCabinet CS end-of-life in 2027. This step-by-step guide outlines how to migrate successfully, reduce risk, and modernize your operations with SmartVault.

Read More
eBook

Monday, June 23, 2025 SmartVault Accounting
For ProConnect Users: Tired of Chasing Clients Like It’s a Full-Time Job?
You became an accountant to balance books, not to beg for missing W-2s at midnight.

Read More

Client Testimonials

See Why 30,000 Accounting and Business Professionals Trust SmartVault

"I estimate that we've boosted efficiency during tax season by 90% since implementing SmartVault... I used to 'survive' during tax season. I now operate much more efficiently"

Michael Yuda CPA — Michael J Yuda, CPA

"I've experienced a 25% savings across the board when I figured in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow"

Anne Rosa Owner — Anne Rosa, CPA

"We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money"

Robert Laundry CPA — Robert Laundry, CPA

"We use the SmartVault client portal to communicate with clients and deliver files. it's so efficient, and it's the level of digital service that the majority of our clients expect."

Gary Kreitz CPA — Gary A. Kreitz CPA & Associates, Inc.

Our Team

Daniel Rabie

Chief Executive Officer

in/daniel-rabie-98249b4a/

Dania Buchanan

President

in/dania-buchanan-8971a72/

Gael Norris

Chief People & Culture Officer

in/gael-norris/

Paul Haworth

Chief Financial Officer

in/paul-haworth-aa72692/

Bryan Brorsen

Chief Revenue Officer

in/bryan-brorsen-1525b91/

Jonathan Young

Vice President, Marketing

in/jonathan-young-91788a12/

About SmartVault Accounting

Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!