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Accounting & Audit

SmartVault Announces New, Innovative User Experience for Accounting Firms

SmartVault, a provider of cloud-based document management and client portals for the accounting profession announced today a new platform release designed to support an innovative new user experience.

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SmartVault, a provider of cloud-based document management and client portals for the accounting profession announced today a new platform release designed to support an innovative new user experience.

“The development of the new user interface to support an enhanced user experience represents a very significant investment in the SmartVault platform,” explained Daniel Fritz, Director of Products at SmartVault. Daniel joined SmartVault in January 2020 with the charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships. “It is the result of a year’s worth of work with the goal of making SmartVault easier and more intuitive for customers while updating the interface to have a more modern look and feel.”

Daniel brings more than 10 years of experience to SmartVault’s product strategy team, across multiple industries in the technology space. Read Daniel’s complete bio here.

The development team is currently focused on building out an aggressive feature roadmap that will enhance the SmartVault experience for our users. The following are available now:

  • A new home screen that creates a more intuitive and easy to navigate interface for users as well as providing a foundation for future updates including a fully reimagined guest user experience to make SmartVault even more efficient for clients to use. The new guest experience, which is slated for release in Fall 2020, will create a more seamless and efficient end-to-end process for everything from account sign up to uploading files the accounting firm requests.
  • Shared folder icons allow users to quickly and easily see which folders are shared with clients. This is the first feature released based on customer votes via the SmartVault Ideas Portal.
  • SmartVault’s customizable folder templates are now even more flexible, creating a more streamlined experience for customers. In addition to the automated, time-bound folder structures that have been core to SmartVault’s accounting products for many years, administrators can now add new project templates that are suited to ad hoc projects which do not follow the same time structure for every client.

Additional details about the latest update can be found on the SmartVault website at  https://www.smartvault.com/features/whats-new-and-whats-coming-2020/.