Unlimited Cloud-Based Document Storage

Other platforms restrict storage, limit guest users (your clients), or charge extra as you grow. SmartVault includes unlimited storage and unlimited client access in every plan, so you can scale confidently, serve more clients, and eliminate surprise fees.

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Why Unlimited Cloud Storage Matters

Always Organized

Eliminate local storage chaos. SmartVault auto-routes and archives every file in the right folder.

Always Accessible

Access any file, anytime, from anywhere—on any device. No VPN, no hard drive, no hassle.

Always Included

Unlimited storage and unlimited client access are built into every SmartVault plan. No caps. No hidden fees. No limits on your growth.

Still Relying on Local Drives, File Cabinets, or Limited Cloud Storage?

Running out of space during tax season
Getting hit with surprise fees for more storage or clients
Losing time to disorganized folders and duplicate files
Using generic tools that aren’t built for accounting compliance
Relying on email or open links to share sensitive documents

SmartVault includes unlimited cloud storage, clients, and users, so your firm can grow without limits or roadblocks.

How It Works

Simple. Secure. Smart.

SmartVault’s unlimited cloud storage helps you stay organized, compliant, and client-ready without worrying about file size or user caps.

Step-by-Step Workflow

Store Once, Access Forever

Upload, print, or route files directly to the correct client folder

Collaborate in the Cloud

Let team members and clients securely access files, anytime, anywhere

Stay Synced and Secure

Know who uploaded, viewed, or signed with built-in activity logs

Archive with Confidence 

Automatically store and backup key documents for audit-readiness

Watch a 2-Minute Demo

More Than Unlimited Space – SmartVault Gives You Structure, Security, and Scale

SmartVault isn’t just about storing more, it’s about working smarter. With built-in automation, secure client access, and compliance baked in, your cloud storage becomes the foundation of a more efficient, more scalable firm.

Unlimited file storage with no caps, no upgrade fees
Unlimited client (guest user) access on every plan
Auto-routing and folder templates keep files organized
Branded, secure client portal for uploads and downloads
Full-text search to find documents fast
Encrypted, permission-based access with audit trails
Integrates with Lacerte^®, ProConnect^™, ProSeries^®, UltraTax CS^®, Drake^®, and more
Built-in support for IRS, FTC Safeguards Rule, GLBA, and HIPAA compliance

Ready to store smarter – with no storage limits, no data ransom? Let’s talk.

Join thousands of accounting and tax professionals using SmartVault to streamline secure storage, automate their workflow, and grow without constraints.

Schedule a 15-minute Demo

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Frequently Asked Questions

Have Questions? We’ve Got Answers.

Is there really no limit to storage with SmartVault?

Yes! All plans include unlimited cloud storage, users, and clients—so you can scale confidently without running into space or access restrictions.

Can I control who has access to specific files or folders?

Absolutely. You can assign user and client permissions by folder, document type, or role—ensuring secure, compliant access.

How secure is SmartVault’s storage?

SmartVault is SOC 2 Type 2 Compliant and uses enterprise-grade encryption (AES-256). We support two-factor authentication, detailed audit trails, and full compliance with IRS Pub 4557, FTC Safeguards Rule, and GLBA.

What is a guest user in SmartVault?

A guest user is any external person—typically a client—who is granted secure access to upload, download, or view files in your SmartVault portal. Guest users are included in all plans at no extra cost.