Product Showcase: SmartVault

SmartVault is a well established cloud based document storage, document management and file sharing system. SmartVault launched in the UK 3 years ago, bringing the experience and technology they have developed over 15 years as a US software provider to UK accountants. 

In the first video George Kizis shares some of the new product releases that SmartVault have been developing for their UK audience. The increasing demands from HMRC and GDPR have complicated the management of client data and communications for accountants. SmartVault recognised this challenge and have developed an email capture feature to simplify the process and help practitioners remain compliant. The feature integrates Outlook with SmartVault’s portal allowing convenient storage of client correspondence, all organised within their portal. This “set it and forget it” solution aims to save accountants valuable time, reduce the admin and offer reassurance that long term correspondences are stored safely during busy periods. The feature is available now for new and existing customers.

In this second installment George shares how SmartVault can save time and reduce admin for accountants struggling with the increasing demands from HMRC and GDPR, including a quick tour of their Request Docs feature.

He also answers the following questions:

• How can SmartVault make lives easier for accountants with the introduction of MTD?
• Does SmartVault allow accountants to progress check and see at a glance who has and has not returned documents?
• What exactly is the requirement for document retention and how will SmartVault make that easier?

Want to see more of SmartVault in action? Book a no-strings attached demo with our product experts here.