SmartVault

Cloud document management and secure client portal for accountants

What Adopt agents can do with SmartVault

• Search and retrieve client documents
• Track document request status in the client portal
• Organise workpapers by engagement
• Control access to sensitive client files

Why finance teams connect SmartVault

Adopt agents read from and write to SmartVault over a governed connection, so close, reconciliation, and reporting work runs across SmartVault and the rest of your finance stack without manual exports or swivel-chair data entry.