SmartVault Email Formats

Software Development • Houston, Texas, United States • 51-100 Employees

SmartVault Email Formats

SmartVault uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@smartvault.com), used 69.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@smartvault.com	69.5%
{first name}.{last name}	john.doe@smartvault.com	23.7%
{first initial}	j@smartvault.com	3.4%
{first initial}{last name}	jdoe@smartvault.com	1.7%
{first name}{last name}	johndoe@smartvault.com	1.7%

Key Contacts at SmartVault

Chad Helmlinger

Director Of Product Marketing

Alexandra Hayter

Director, Partner Marketing, Amer And Emea

Rachel Montana

Global Director Of Marketing

Lauren Montelongo Machol

Director Of Strategic Projects & Operations

Aaron Dick

Director Of Sales

Alexandra Silva

Director, Customer Success

Emily Trimm

Director Of Business Operations

Company overview

Headquarters	600 N Shepherd Dr, Suite 305, Houston, Texas 77007, US
Phone number	+18666746785
Website	smartvault.com
SIC	737
Keywords	Accounting, Workflow, Esignature, Document Storage, Docusign, Cloud-Based, Gdpr Compliance, Secure File Sharing, Hippa Compliance, Finra Compliance, Glba Compliance, Online Document Storage, Lacerte And Proseries Document Management, Quickbooks Document Management, Client Portal, Ccpa Compliance, Branded Client Portal, Connected Desktop, Document Request Lists, Customizable Folder Templates
Founded	2008
Employees	51-100
Socials

About SmartVault

SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

SmartVault has 39 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore SmartVault's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2015-11-20	5	$1,300,000

Funding Insights

$1,300,000

Total funding amount

$1,300,000

Most recent funding amount

Number of funding rounds

SmartVault Tech Stack

Discover the technologies and tools that power SmartVault's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

Google Optimize

A/B Testing

Cloudflare Bot Management

Security

Vimeo

Video players

WP Rocket

Caching

Hotjar

Analytics

Ada

Live chat

Microsoft 365

Zendesk

Documentation

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Ads

Advertising

Frequently asked questions

SmartVault is located in Houston, Texas, US.

You can reach SmartVault at +18666746785.

SmartVault was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

SmartVault has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

SmartVault has raised a total of $1,300,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.