Egnyte combines the power of cloud content management, data security, and AI into one intelligent content platform. More than 22,000 customers trust Egnyte to improve employee productivity, automate business processes, and safeguard critical data, in addition to offering specialized content intelligence and automation solutions across industries, including architecture, engineering, and construction (AEC), life sciences, and financial services. Egnyte is a portfolio company of GI Partners and TA.
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.
Biscom is now a Concord Technologies company.
Concord is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other highly regulated businesses.
For over twenty years, billions of sensitive records containing valuable patient information have been reliably, accurately, and securely sent and received across Concord’s digital health network. Today, the company processes over five billion pages of protected data annually.
The company is also recognized for its best-in-class development of new artificial intelligence technologies, including Concord’s Practical AI™ approach to solving the most pervasive administrative challenges in the healthcare industry, and for its industry-leading applications that help its customers grow and manage their business.
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