Knowledge Base
Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Document Manager

powered by SmartVault

From £180.00

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.

Document Manager in action

Join one of our upcoming webinars to see how
Document Manager can help digitise the way you work.

Book a direct demonstration

Dig deep and find out how Document Manager enhances your workflows.

Book now

with SmartVault

SmartVault

Join one of our
webinars

Find out more about what Document Manager can do for your practice.

Register here

with SmartVault

SmartVault

Game-changers

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.

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

Features

Online document storage and secure file sharing with Document Manager.

Key features

Online
document storage

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

Branded
client portal

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

Secure
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.

PDF Printer

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

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.

Mobile apps

Access your files anytime, anywhere from a mobile device.

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

Customizable
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.

AutoFiler

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

Document Manager in action

Join one of our upcoming webinars to see how
Document Manager can help digitise the way you work.

Book a direct demonstration

Dig deep and find out how Document Manager enhances your workflows.

Book now

with SmartVault

SmartVault

Join one of our
webinars

Find out more about what Document Manager can do for your practice.

Register here

with SmartVault

SmartVault

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

System requirements:


An internet connection is needed in order to license your product and to file online to HMRC.

Minimum screen resolution: 1024 × 768

Server installation:

  • One of the following versions of Windows:
    • Microsoft Windows Server 2016
    • Microsoft Windows Server 2012
    • Microsoft Windows Server 2008
    • Microsoft Windows 10
    • Microsoft Windows 8.1
    • Microsoft Windows 8
    • Microsoft Windows 7
  • Appropriate hardware to run the above operating system
  • Adobe Reader version 9.0 or higher
  • Microsoft Office 2010 (for export to Word and Excel)

Standalone/client installation:

Windows

  • One of the following versions of Windows:
    • Microsoft Windows 10
    • Microsoft Windows 8.1
    • Microsoft Windows 8
    • Microsoft Windows 7
  • Appropriate hardware to run the above operating system
  • Adobe Reader version 9.0 or higher
  • Microsoft Office 2010 (for export to Word and Excel)

Macintosh

  • Intel Macintosh running Mac OS 10.12 (Sierra) or higher
  • Microsoft Office 2010 (for export to Word and Excel)


Linux

  • 64 bit kernel 3.10 (or higher), Debian (e.g. Ubuntu) or Redhat distributions
  • GUI
  • Office productivity software (for Word and Excel exports)

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 sales@taxcalc.com.

Getting Started with Document Manager

Getting started with Document Manager

A complete solution for managing client documents.

Will it work on a Mac?

Yes. Document Manager powered by SmartVault is a cloud solution that works on Macs.

There are additional installable tools to complement different ways of working; however, these are currently only available for Windows machines.

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£180.00
Store, share, manage and access all your client documentation remotely and securely. One user as standard.

Options
Additional user£180.00
Increases the number of users that can access TaxCalc Document Manager powered by SmartVault.
Subtotal
0

VAT will be calculated in the next step.