SmartVault
Cloud document management and secure client portal for accountants
- CPA Practice Management
- Documents & eSignature
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.
What you can do
Search and retrieve client documents
Track document request status in the client portal
Organise workpapers by engagement
Control access to sensitive client files
