Connect TaxCalc with SmartVault to keep client documents, tax files and practice records securely organised, helping your team reduce manual admin and work from one clearer document workflow.
TaxCalc + SmartVault integration
SmartVault at a glance
SmartVault is a secure document management and client portal solution designed for accountants.
It allows you to store, manage and share documents in a structured environment, while giving clients secure access to their files whenever they need them.
One integration across your document workflow
Whether you're sending tax returns, accounts or client communications, the SmartVault integration helps you manage documents consistently across your practice. No downloading files. No renaming documents. No emailing attachments. Just send documents from TaxCalc to SmartVault, where they’re stored and shared securely with your client.
Works across your TaxCalc workflow
Send documents to SmartVault from across these TaxCalc modules:
- Tax
- Accounts Production
- MTD Quarterly Filer
- VAT Filer
- HMRC Forms
- Companies House Forms
- Company Incorporator
- eSign Centre
How the integration works
Get set up once, then use the integration across your entire client base.
Activate Document Manager
Purchase and activate a Document Manager licence in TaxCalc to enable the SmartVault integration.
Send documents from TaxCalc
Send documents directly from TaxCalc to SmartVault as part of your normal workflow. Files are stored securely and linked to the correct client automatically.
Access and manage files
View, organise and share documents in SmartVault, keeping client files secure and easy to manage in one place.
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