Knowledge Base

Document Manager

powered by SmartVault

From £212 per year

Buy Now

Now you can store, share, manage and access all your firm and client documents remotely and securely, with one easy-to-use cloud-based solution.

Document Manager powered by SmartVault provides a file sharing portal for you to collaborate with your clients in a secure, professional way, along with cloud based document storage, convenient desktop access, and integration with TaxCalc and Outlook amongst others.*

All this with the same level of security used by the banking institution, with data stored and transmitted in encrypted digital ‘vaults’ helping you stay compliant.

*Some features are available for Windows only. See Frequently Asked Questions for more information on feature availability for Mac.


Automate your manual paper-based tasks

Scan, drag and drop or upload directly to SmartVault, then auto-file or distribute documents to clients.

Collect, store and share files with
bank-level security

Document storage and sharing is protected with ultra-secure encryption for all-round peace of mind.

Brand your own client portal

Upload your firm’s visual identity to give your clients a secure and professional way to collaborate.

Create your own document workflows

Use customisable folder, mail merge and email templates to work the way you want to work.

Effortlessly send documents from
TaxCalc to SmartVault

Document Manager integrates with TaxCalc and Outlook for seamless communication and document storage.

Microsoft Windows versions only

Speed up client reviews and approvals

Switch from Document Manager to TaxCalc eSign Centre for a faster turnaround of digital document reviews and approvals.

All marks are the property of their respective copyright holder

Thinking of switching?
Find out how TaxCalc can power your firm.

To talk to us about your practice software needs or schedule a demonstration of what
TaxCalc can do for your firm, email our Sales Team or call us on

0345 5190 883


Online document storage and secure file sharing with Document Manager.

Key features

document storage

Standardize and centralize your documents with smart online document storage for business.

client portal

Give your clients a secure, easy, and professional way to collaborate with you in the cloud.

File sharing

Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.

Productivity tools

Connected desktop

Get lightning fast access to your documents in the cloud, with the speed and performance of a desktop app.

Windows only

PDF Printer

Print files to PDF and automatically save them to SmartVault from any application.

Windows only

Full text search

Find the file you need, when you need it. Search on file names, tags, and even text within the file.

Scanner integration

Digitise your documents quickly with one-touch scanner integration.

Email alerts

Set alerts to be notified when documents are uploaded or downloaded.

Automatic file lock

When you open a file, it's automatically locked for editing to ensure you never overwrite data.

Version control

Access previous versions of files so you never lose history.

Windows only

Mobile apps

Access your files anytime, anywhere from a mobile device.

Email capture

Save specific email conversations or entire client communication and automatically sync to designated folders.

Security and Compliance

Bank-level security

Files are automatically backed up and encrypted using bank-level AES-256 bit encryption.

Compliance tools

SmartVault supports HIPAA, FINRA, SEC, GLBA compliance, and more.

Activity reports

Stay in compliance with a full, timestamped audit trail of all document activity.

Practice features

folder templates

Streamline your client onboarding process with customizable folder templates built for accounting pros.

Mail merge
and email templates

Distribute documents in bulk to one or all of your clients in a single step.


Automatically route files to the right folder for the right clients.

Thinking of switching?
Find out how TaxCalc can power your firm.

To talk to us about your practice software needs or schedule a demonstration of what
TaxCalc can do for your firm, email our Sales Team or call us on

0345 5190 883

Frequently asked questions

Below you'll find answers to questions you may have about Document Manager.
If you'd like to know more, please call us on 0345 5190 883 or email

Getting Started with Document Manager

Getting started Document Manager

A complete solution for managing client documents.

Does Document Manager work on a Mac?

Yes. You can connect to the SmartVault Drive and the SmartVault Portal to access, upload, and share files from any device, including Macs.

The SmartVault Drive lets you access your files from SmartVault directly from your computer. This can save you time when you move files between your desktop and SmartVault.

You can upload or drag and drop documents from your Mac to the SmartVault Portal.

The SmartVault Desktop Software (Connected Desktop) is a Windows application and is not compatible with a Mac (See the Features tab for more details)."

How long will it take to activate my account?

After purchasing TaxCalc Document Manager powered by SmartVault you will receive an email alert within 1-2 business days to activate your account.

What terms of service will I have to accept before using the service?

You will need to accept TaxCalc’s End User Licence Agreement and SmartVault’s Terms of Service  . Acceptance of SmartVault’s Terms of Service is achieved via your activation email sent to you post purchase, however, you can review them before purchase using the above links.

How do I add users to my account?

If you already have an account and wish to add more users, you can simply click the Buy Now button on this page and add the relevant number of users. After 1-2 business days, the new users will be activated and you will be able to add their names, email addresses and phone numbers via the Employees button on your dashboard within Document Manager powered by SmartVault.

How does eSigning work with TaxCalc Document Manager?

Document Manager complements eSign Centre perfectly to allow the best of both worlds for document management and electronic approval.

Currently the processes are independent. Use Document Manager to share information when on-boarding a new client, or store and share Tax returns, or Accounts securely all from one place. Do not waste the cost of an envelope sending drafts to clients they are not ready to sign, use Document Manager to share documents with your clients first then seek approval for only the documents requiring signature using eSign Centre. For more information, please see our knowledge base.

How does the renewal process work?

Your subscription will last for 12 months, and will work in the same way as other TaxCalc subscriptions. If you do not renew your subscription, your account will be cancelled and your account and data will no longer be accessible.

Accounts can only be reactivated within 90 days of cancellation by contacting us. Arrangements can be made during this 90 day period to allow access for up to 1 week for removal of documents.

After 90 days your account and data will no longer be accessible. If you want to reactivate your account after 90 days you will need to open a new account and start afresh.

What happens to my data after I cancel?

Please see our knowledge base.

Where is my data stored?

The data for TaxCalc Document Manager powered by SmartVault is stored on Amazon Web Services on servers located within the United States of America.
TaxCalc and SmartVault take the protection of your data seriously. For more information see the following:

Who are SmartVault?

SmartVault are a US and UK based company that produce an online platform for managing and securely sharing files. Established in 2008, they are now trusted by over 20,000 accounting and business professionals.

Why is TaxCalc partnering with SmartVault?

We are partnering with SmartVault to offer an all-in-one solution for online document sharing. We chose SmartVault because we want to ensure we provide software that is built for accountants, and packed with features helping to streamline your document workflow and increase productivity. We believe SmartVault is an ideal complement to our existing software, allowing our customers to easily and securely store and send the documents they are creating in TaxCalc.

Choose your TaxCalc

Please select from the options below to build your order of TaxCalc Document Manager powered by SmartVault.

You will receive an email alert within 1-2 business days to activate your account.

You will need to accept SmartVault’s Terms of Service in your activation email before your account can be activated.

Document Manager£212.00
Store, share, manage and access all your client documentation remotely and securely. One user as standard.


Additional user£212.00
Increases the number of users that can access TaxCalc Document Manager powered by SmartVault.

VAT will be calculated in the next step.