--- title: SmartVault API Integration on Truto slug: smartvault category: Cloud Storage canonical: "https://truto.one/integrations/detail/smartvault/" --- # SmartVault API Integration on Truto **Category:** Cloud Storage **Status:** Generally available ## How it works 1. **Link your customer's SmartVault account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach SmartVault.** The Proxy API is a 1-to-1 mapping of the SmartVault API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **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 - **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. ## FAQs ### 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.