SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents, with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow with:
o Secure online document management o Branded client portals for file sharing
o Integration with leading tax and accounting applications
o Anytime, anywhere access to firm and client documents
Company Growth (employees)
Parent Company
Houston, US
Size (employees)
38 (est)+3%
SmartVault was founded in 2007 and is headquartered in Houston, US

Key People at SmartVault

Eric Pulaski

Eric Pulaski

Founder and Chief Executive Officer
Michael Webb

Michael Webb

Chief Technology Officer
Dania Buchanan

Dania Buchanan

Chief Marketing Officer
Rick Pharr

Rick Pharr

Chief Customer Officer

SmartVault Office Locations

SmartVault has office in Houston
Houston, US

SmartVault Metrics

SmartVault Summary

Founding Date


Total Funding

$10.3 m
SmartVault is a subsidiary of Reckon

SmartVault Online Presence

SmartVault Company Life

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