23 Integrations with SmartVault
View a list of SmartVault integrations and software that integrates with SmartVault below. Compare the best SmartVault integrations as well as features, ratings, user reviews, and pricing of software that integrates with SmartVault. Here are the current SmartVault integrations in 2026:
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1
Xero
Xero
Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.Starting Price: $20/month -
2
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
3
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.Starting Price: $9/month (normally $15/month) -
4
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
5
Docusign
Docusign
Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.Starting Price: $10.00/month/user -
6
Drake Tax
Drake Software
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.Starting Price: $330.00 -
7
Emburse Nexonia
Nexonia
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Nexonia carries a promise to humanize work while delivering expense, accounts payable, and time tracking solutions tailored for Intacct and NetSuite. Customers choose Nexonia for: - Tight integrations with ERP's and accounting systems - Fast expense submissions with an easy to use mobile app - Handles complex approval workflows Nexonia's simple-to-use application is fully integrated with ERPs, credit cards, and other systems supporting a variety of businesses, and are designed to streamline the reporting and approval process, improve human resource management, and enhance operational efficiency. Nexonia is trusted by organizations including CrossFit, Hamamatsu Corporation, and Lufthansa System.Starting Price: 12/user/month -
8
Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
9
Intuit ProSeries Tax
Intuit
Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.Starting Price: $340 per year -
10
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
11
Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
12
Acctivate Inventory Software
Acctivate
Acctivate Inventory Software empowers growing small to mid-sized distributors, manufacturers, and online retailers to solve inventory and operational challenges. As a QuickBooks® extension, Acctivate delivers richer functionality than QuickBooks alone, and its operational efficiencies boost productivity, success, and profits. Acctivate provides businesses with a centralized system that connects all operations in real-time, such as inventory control, purchasing, warehousing, CRM, multichannel sales, order fulfillment, and more, while keeping QuickBooks. This connectivity enables businesses to manage inventory across multiple warehouses and sales channels, thus ensuring exact inventory levels at the least investment. By doing so, they can avoid out-of-stocks, understocking, overstocking, and, most importantly, ensure customer satisfaction. Moreover, Acctivate has specialized capabilities, including traceability, landed cost, mobile warehousing, and more.Starting Price: $10,995 -
13
Lacerte
Intuit
Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.Starting Price: $400 per year -
14
Ledgersync
LedgerSync
Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.Starting Price: $12.47 -
15
Emburse Tallie
Emburse
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Tallie carries a promise to humanize work while delivering expense management solutions for small organizations and their accountants. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time. As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price.Starting Price: $50/month -
16
UltraTax CS
Thomson Reuters
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.Starting Price: $2500 per year -
17
Rightworks
Rightworks
Rightworks is a purpose-built IT platform designed specifically for accounting and tax professionals, offering cloud hosting, data security, and fully-managed IT support. The platform enables secure remote access to essential accounting and business applications like QuickBooks Desktop and QuickBooks Online through single sign-on (SSO). Trusted by over 10,000 firms, including more than half of the top 25 accounting firms, Rightworks focuses on making accounting workflows safer, more productive, and future-proof. Its 24/7/365 security monitoring prevents over 1.5 million cyber threats every month, ensuring uninterrupted business operations. With over 20 years of experience in the accounting industry, Rightworks provides award-winning customer support whenever it’s needed. This comprehensive approach removes technical complexity, allowing accounting professionals to focus on their core work confidently.Starting Price: $59.99 per user per month -
18
SKYLINE
SS&C Technologies
SKYLINE® is a leading provider of technology solutions for the property management industry. We deliver software that is fast, flexible and scalable to support our client’s growth, diverse portfolio’s and organizational structures. Optimize your leasing, accounting, and facilities operations with a complete set of tools, easy to use and built with leading edge technology. No other solution offers this level of functionality to improve process efficiency, maximize property performance, is reliable and cost effective. Mobile - Attract more leads, connect with prospects, and sign digital leases with a finger on a touchscreen. Build stronger tenant relations by providing convenience with mobile services. Desktop - Analyze performance metrics, drill down into the details with custom financial reports. Schedule monthly charges, create critical date alert notifications, process purchase orders, invoices and payment to vendors. -
19
TaxCalc
TaxCalc
Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management. -
20
FileThis
FileThis
Financial documents, at the ready. Gather consumer finance documents for your platform, faster and easier than ever before. Gather consumer finance documents for your platform, faster and easier than ever before. Eliminate the need for scans and manual uploads. Speed up processes and minimize administrative follow-up. Get hi-fidelity data, directly from the source. A white-labeled solution that fits your style. Security is the foundation of the FileThis Service. Lending, tax preparation, accounting, legal, etc. We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more. We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more. -
21
Emburse SpringAhead
SpringAhead
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse SpringAhead carries a promise to humanize work while delivering time tracking, expense, and client invoicing solutions for federal contracting firms. We know that data integrity is the backbone of your business operations. Rather than using third-party integration applications, SpringAhead built SpringConnect - our integration engine for delivering payables and receivables into your financial systems. SpringConnect dynamically deliver time, expense, and invoice data to all versions of QuickBooks. It also integrates seamlessly with Bill.com, your recruiting platform and/or payroll system for additional tracking and payment.Starting Price: $5.00/month/user -
22
CCH Axcess Tax
Wolters Kluwer
An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI. -
23
ATX
Wolters Kluwer
The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.Starting Price: $597
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