TaxCalc Document Manager powered by SmartVault, goes live

29th Oct 2019
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TaxCalc’s advanced practice management toolkit comes complemented by a new document management solution.

Under GDPR, accountants today face many challenges around data privacy, access and exchange. Secure online document management not only helps firms keep a tight rein on their data compliance obligations, it also offers greater flexibility and convenience to both accountant and client.

Underpinning its commitment to provide its customers with timely and smart solutions, TaxCalc has partnered with SmartVault, a leading provider of online document management and secure file sharing solutions, and launched TaxCalc Document Manager powered by SmartVault.

TaxCalc Document Manager powered by SmartVault enables secure cloud-based file sharing with clients and storage of firm records and documentation – all with bank-level file encryption to ensure data security.

TaxCalc customer and early adopter of SmartVault, Martin Wiltshire, Managing Partner at PBS Ltd says: “Having SmartVault as another resource within TaxCalc has made my workflow so much more efficient. Files are all stored in one secure place, which means we can quickly and safely send personal information to clients. It has given me back so much time and my clients feel so much safer now we are no longer sending documents over email.”

Benefits include:

  • Works in conjunction with digital client approval tool, TaxCalc eSign Centre.
  • Standardised client onboarding with bespoke folder and email templates.
  • Customisable client portal, featuring firm name and logo.
  • Increased productivity and reduced costs with an efficient, paperless workflow.
  • Integration with Outlook, Xero and QuickBooks.
  • Secure, encrypted channel for sending and requesting files from clients.
  • Accessible from computer, tablet and mobile.
  • GDPR compliance and data security.
  • Reassurance of business continuity with firm and client documents stored safely in the cloud.

Tracy Ebdon-Poole, CEO of TaxCalc, commented: “We have sought to find a truly smart and secure document management solution that meets the high standards our customers expect. Modern cloud architecture and competitive pricing were key considerations in forging our partnership with SmartVault and we are delighted to integrate Document Manager powered by SmartVault into our enhanced practice management toolkit.

“Our new offering provides customers large and small with advanced capabilities to boost client collaboration, manage compliance and improve practice productivity.”

TaxCalc Document Manager powered by SmartVault is priced at just £180 / user per year.

For further product information, visit