SmartVault is cloud-based document management system for accounting firms providing secure storage, client portals, and workflow automation, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
SmartVault is cloud-based document management system for accounting firms providing secure storage, client portals, and workflow automation, hosted on EEZYCLOUD’s secure Azure cloud. BYOL — bring your existing license.
SmartVault is a cloud-based document management and client portal solution specifically designed for accounting and tax preparation firms to securely store, organize, share, and collaborate on client documents while meeting strict compliance and security requirements. Trusted by thousands of accounting firms and rated 4.3/5 stars on both Capterra and G2, SmartVault provides unlimited cloud storage, unlimited clients, and unlimited collaborators, eliminating concerns about running out of space as the practice grows.
The platform integrates deeply with professional tax preparation software including Lacerte, ProConnect, ProSeries, UltraTax CS, Drake, and CCH Axcess, automatically filing tax returns and related documents into appropriate client folders organized by year and tax form. SmartVault's branded client portal allows firms to share documents securely with clients, request information through document request workflows, and enable client document uploads without email attachments or consumer-grade file sharing services.
Automated workflows streamline common processes like tax season organizer delivery, year-end document collection, and engagement letter distribution by automatically routing documents, sending reminders, and tracking completion status. The platform maintains comprehensive audit trails showing who accessed which documents and when, meeting IRS, FTC, and SOC 2 Type 2 compliance standards essential for accounting firms handling sensitive financial information.
Bank-level 256-bit encryption protects documents both at rest and in transit, with granular access controls, two-factor authentication, and secure external sharing links with expiration dates. SmartVault includes full-text search capabilities to find documents instantly across millions of files, version control to track document revisions, and document tagging and metadata for advanced organization.
Mobile apps for iOS and Android provide secure document access from any device, enabling accountants to retrieve client files during meetings or while working remotely. Integration with Microsoft Office enables direct editing of documents stored in SmartVault without downloading, editing locally, and re-uploading.
Top-performing firms using SmartVault report saving up to 10 minutes per tax return, cutting operational costs by up to $150,000 annually, and many have doubled their client base without adding staff.
With EEZYCLOUD, you can run SmartVault on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose SmartVault cloud hosting to address these common challenges:
Connect to your hosted SmartVault environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access SmartVault simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. SmartVault hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing SmartVault license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing SmartVault installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing SmartVault license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in SmartVault simultaneously from different locations without any special networking configuration.
Join thousands of businesses running SmartVault on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
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