SmartVault
Houston, US · Delaware corporation
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
EP
Eric PulaskiFounder
KR
Kay RyanExecutive
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.
Competitors · 3
by search overlap
Intuit®291 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Zapier203 shared keywordsZapier provides a platform for connecting AI models and agents to workflows and business applications, enabling teams to automate tasks across over 9,000 apps without coding. The platform serves enterprises, operations teams, and businesses of all sizes looking to deploy AI-driven automation for lead capture, customer support, employee onboarding, and other business processes.
PandaDoc179 shared keywordsPandaDoc is a document management platform for creating, managing, tracking, and eSigning business documents such as proposals and agreements, with support for signature and payment workflows. It targets teams that handle sales and business documents and integrates with other business tools.
Companies competing with SmartVault for the same Google search keywords, organic and paid, via search-intersection analysis.
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.