Fundraising Fox
SmartVault
Houston, US · Delaware corporation
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SmartVault provides document management, a client portal, and secure file sharing built for accounting firms to onboard clients, collect documents, prepare and deliver tax returns, and archive files. It is SOC 2 Type 2 compliant and integrates with tax and accounting software such as Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake.
Founders & leadership
Reported raises · per SEC filings
Form D private placements$5.9M disclosed across 2 rounds · 2014
▶$1.3MraisedOct 2015 · 33 investors · Other Technology
▶$1.3MraisedOct 2015 · 33 investors · Other Technology
Officers, directors & promoters on the filing
- Kay RyanExecutive Officer
- Eric PulaskiExecutive Officer, Director
- Offering amount
- $1.3M
- Amount sold
- $1.3M
- First sale
- May 2014
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 05
▶$4.6MraisedJul 2014 · 39 investors · Other Technology
▶$4.6MraisedJul 2014 · 39 investors · Other Technology
Officers, directors & promoters on the filing
- Eric PulaskiExecutive Officer, Director
- Kay RyanExecutive Officer
- Offering amount
- $4.6M
- Amount sold
- $4.6M
- First sale
- May 2014
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 05
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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Frequently asked questions
- What does SmartVault do?
- SmartVault provides document management, a client portal, and secure file sharing built for accounting firms to onboard clients, collect documents, prepare and deliver tax returns, and archive files. It is SOC 2 Type 2 compliant and integrates with tax and accounting software such as Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake.
- Who founded SmartVault?
- SmartVault was founded by Eric Pulaski.
- How much funding has SmartVault raised?
- SmartVault has disclosed $5.9M raised across 2 rounds.
- Where is SmartVault headquartered?
- SmartVault is headquartered in Houston, US.