SmartVault is a secure file sharing and document management platform designed specifically for accounting and tax professionals. The platform provides encrypted cloud storage with role-based access controls that allow firms to manage who can view, edit, or upload files across clients, staff, and third parties. The system includes audit logging capabilities that track every file access, view, download, and modification for compliance reporting. Files can be shared through encrypted links with configurable expiration dates, password protection, and user verification requirements. The platform supports standardized folder templates for organizing documents by year, client, or entity. SmartVault offers unlimited cloud storage and unlimited client users across all plans. The platform includes a Connected Desktop application that enables users to work directly from their desktop environment, with mobile access available for remote collaboration. Real-time notifications alert users when files are accessed or uploaded. The platform is SOC 2 Type 2 compliant and designed to support compliance with IRS Publication 4557, FTC Safeguards Rule, and GLBA requirements. Version history tracking maintains document lineage while allowing files to be moved between folders without losing audit trails. The system integrates with tax preparation software for direct document routing and includes a branded client portal for external collaboration.