Ohio Society Vendor Directory
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About SmartVault

SmartVault is an integrated document management, secure file sharing, and client portal solution used by over 2 million people globally. It's the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud.
(866) 674-6785
600 N Shepherd Dr. Suite 305 Houston, TX 77007


  1. Akron / Canton
  2. Athens
  3. Cincinnati
  4. Columbus
  5. Cleveland
  6. Dayton
  7. Findlay
  8. Mansfield
  9. Toledo
  10. Youngstown


  1. IT & Cyber
  2. Software Solutions
  3. Tax Strategy
  4. Consulting/Advisory

Member Benefits

Ensure business continuity and ensure historical preservation of your data. For a limited time only: Save 50% on migration and onboarding when you join SmartVault. Migration gets your data in SmartVault quickly, and customized onboarding gets you up and running fast.

Find out more about SmartVault's partnership with The Ohio Society of CPAs at https://www.smartvault.com/ohio-cpa/

Testimonials / References

I can honestly say that we’ve seen this growth (about 17% annually) because our operations are very streamlined. We are so much more efficient now that we use SmartVault. We see great gains in efficiency internally, but I’m most pleased with the time-savings in client communications.
-Christa Skoupy, CPA
SmartVault really has allowed us to keep adding tax clients without having negative impacts on our ability to serve them efficiently. I was afraid I was going to miss my children’s baseball games due to my work. That never happened during this tax season. I was front and center not only for each game but also every practice.
-John Coleman, CPA, Owner
I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault... I used to survive during tax season. Now, I operate much more efficiently.
-Michael J. Yuda, CPA


Ivy Donnie Director of Sales, SmartVault


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