Cloud Storage
SmartVault
API integration
Ship Cloud Storage features without building the integration. Full SmartVault API access via Proxy — extend models and mappings to fit your product.
Talk to usUse Cases
Why integrate with SmartVault
Common scenarios for SaaS companies building SmartVault integrations for their customers.
Automate client onboarding from practice management software
SaaS companies building CRM or practice management tools for accountants can automatically provision SmartVault clients, engagements, and folder structures when a deal closes — eliminating 15+ minutes of manual setup per client.
Route collected documents directly into compliant storage
Secure intake form builders and document collection platforms can push uploaded files (W-2s, 1099s, IDs) straight into the correct SmartVault client folders, keeping sensitive PII out of email and inside a SOC 2 compliant environment from the start.
Pull historical tax documents for AI-powered analysis
AI tax planning and workpaper tools need access to past returns and source documents stored in SmartVault — integrating lets accountants analyze files without manually downloading and re-uploading them.
Sync eSignature workflows back to the document vault
SaaS platforms handling engagement letters or IRS Form 8879 signatures can automatically file executed documents back into the correct SmartVault folder once signing is complete, closing the loop on document workflows.
Synchronize user permissions across firm tools
Multi-product accounting platforms can ensure that when a new team member is added or a role changes in their system, the corresponding SmartVault user groups and vault-level permissions stay in sync.
What You Can Build
Ship these features with Truto + SmartVault
Concrete product features your team can ship faster by leveraging Truto’s SmartVault integration instead of building from scratch.
One-click client vault provisioning
Automatically create SmartVault client entities, activate engagement types, and generate branded client portals when a new client is onboarded in your platform.
Smart document routing to client folders
Push uploaded documents into SmartVault with tags that trigger SmartRouting rules, filing them into the correct nested folder without hardcoding directory paths.
Bulk document retrieval for analysis pipelines
Query and pull down documents from specific engagement folders (e.g., Tax Returns, Source Documents) so your application can process or analyze them in bulk.
Engagement template activation on demand
Attach engagement types like Tax Prep or Payroll to existing clients via API, automatically spawning standardized folder structures (Working Papers, AML, etc.) without manual setup.
Signed document auto-filing
After a document is signed in your eSignature workflow, route the executed PDF back into the client's designated Signed Documents folder in SmartVault.
Real-time permission and user group sync
Map your platform's roles to SmartVault user groups so that adding a junior accountant in your app automatically grants them the right vault-level access.
How It Works
From zero to integrated
Go live with SmartVault in under an hour. No boilerplate, no maintenance burden.
Link your customer’s SmartVault account
Use Truto’s frontend SDK to connect your customer’s SmartVault account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call SmartVault
Truto’s Proxy API is a 1-to-1 mapping of the SmartVault API. You call us, we call SmartVault, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate SmartVault’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about SmartVault on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
Is the SmartVault integration available out of the box on Truto?
SmartVault is available as a built-on-request integration. Truto will build and maintain the connector to SmartVault's REST API based on your specific use case — reach out to get it prioritized.
What authentication method does SmartVault use?
SmartVault's API uses OAuth 2.0 for authentication. Truto handles the full auth flow, token refresh, and credential storage so your end users can connect their SmartVault accounts without friction.
What core data objects can be accessed through SmartVault's API?
SmartVault's API exposes entities (Firms, FirmClients, Employees), engagements (Tax, Payroll, Wealth Management), storage objects (Vaults, Folders, Documents), and configuration objects (Engagement Templates, Folder Templates).
Can we upload documents to specific folders without knowing the exact directory path?
Yes. SmartVault's API supports tagging uploaded documents, which triggers its internal SmartRouting rules to automatically file them into the correct nested folder based on the tag metadata.
Does SmartVault impose API rate limits?
SmartVault does enforce rate limits on its REST API. Truto manages request throttling and retry logic automatically so your integration stays within acceptable bounds without manual handling.
How does Truto handle SmartVault's accounting-specific data hierarchy?
Truto maps SmartVault's unique entity hierarchy — Firms, Clients, Engagements, Vaults, and Folders — into a consistent interface, abstracting away the composite endpoints and nested structures specific to SmartVault's API.
SmartVault
Get SmartVault integrated into your app
Our team understands what it takes to make a SmartVault integration successful. A short, crisp 30 minute call with folks who understand the problem.
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