Online Document Management & Secure File Sharing Software

SmartVault is the easiest and most secure way to optimise how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

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The Number of People Who Trust SmartVault Grows Each Day

30K+

2Million+

400Million+

See How SmartVault Can Power Your Business

Built with bank-level security, SmartVault offers a cloud-based document management system and client portal designed to help professional service businesses reduce costs, raise productivity and employee happiness, stay in compliance, and deliver higher levels of service.

Cloud-Based Document Storage

Standardise and centralise your business documents with smart online document storage.

Secure File Sharing

Make sharing files in the cloud easy and convenient, without compromising on security or compliance.

Branded Client Portal

Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.

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Streamline Your Day, Collaborate Better with Clients, and Boost Customer Satisfaction

Implement Easy-to-Use Online Document Storage

Centralise your document workflow with online document storage built for a range of professional services businesses.

Get More from Your Document Management System

Enable secure file sharing, streamlined collaboration, and seamless integration with your important business apps.

Simplify With Email Capture and Filing

Reach a new level of efficiency. Upload attachments or entire emails, and quickly request documents from your clients – all from your Outlook.

Offer Your Own Customised Portal Page

Make it easier for customers to do business with you through a branded portal page for gathering and sharing files securely.

Share Files Securely in the Cloud

Protect documents in transit and at rest with bank-level data encryption. SmartVault helps you stay in compliance.

Simplify Document e-Signing

Request and receive signatures with ease. Clients can sign forms and contracts from their desktops, laptops, or mobile devices.

Streamline Client Document Collection

Simplify the way you request, collect, store, and manage client supplied or prepared documents once and for all.

Automate Key Workflows

Optimise your internal and client-facing processes through more efficient workflows that reduce repetitive manual work.

Eliminate Security Vulnerabilities

Avoid consumer-grade cloud apps that might put your firm or clients at risk. SmartVault uses bank-level security to protect your business.

Industry

Role

See How SmartVault Works for You

Accounting Financial Services Community Banks Credit Unions Construction Education Healthcare Legal Manufacturing Real Estate Retail

Power Up Your Accounting Business with SmartVault

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for accountants and accounting firms.

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Simplify Secure File Sharing for Your Financial Services Firm

Want to reclaim productivity and end document chaos? SmartVault gives you cloud-based document management along with secure file sharing through your own branded client portal.

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Implement Secure Document Management for Your Community Bank

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for community banks like yours.

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Implement Cloud-based Document Management for Your Credit Union

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for credit unions.

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Simplify Document Management for Your Construction Business

Want an easier way to get stakeholders the information they need to make informed decisions faster? SmartVault enables you to access and securely share all project files from the field or from the office.

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Simplify Document Exchange Between Educators, Students, and Administrators

Most educational institutions want to maximize in-person learning, but people will be out sometimes. That doesn’t mean lesson plans, administrative work, or coursework must come to a halt.

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Simplify Document Exchange Between Healthcare Professionals and Patients

Manage and share files online for your healthcare facility through our secure, cloud-based, and HIPAA-compliant document management solution.

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Simplify Legal Document Management for Your Law Firm

Need to securely store, manage, and share all legal files from every case and client? SmartVault’s cloud-based legal document management software has been customized to meet your unique needs.

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Simplify Document Management for Your Manufacturing Business

SmartVault’s cloud-based document management system empowers your staff to collaborate more effectively so you can grow and scale operations more efficiently.

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Protect Your Clients and Your Real Estate Business

Whether it’s a property listing or a pre-approval letter, SmartVault allows easy, secure exchange of key real estate documents between staff and clients from an online document management portal.

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Simplify Document Management for Your Retail Business

Whether you have one shop, multiple site locations, or do your thing online, implementing a paperless workflow is key to driving efficiency and profitability.

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See How SmartVault Works for You

Accountant IT Office Manager Business Owner Partner

Streamline Client Engagements for Accountants, Bookkeepers, and Tax Advisors

Simplify the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for accountants and accounting firms.

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Simplify Document Management for Your Business

SmartVault is a cloud-based document management system that allows IT professionals to securely gather, store, and share business documents and promote paperless workflows.

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Speed Up Client Projects and Simplify Your Workdays

Streamline the way you collect documents, organize client data, and share files by using a secure, branded client portal, built to assist office managers serving a critical role at professional services firms.

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See How SmartVault Can Power Your Business

SmartVault offers a cloud-based client portal and document management system to help professional service businesses reduce costs, raise productivity, and maximize compliance.

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Power Up Your Workflows to Get More Done in Less Time

Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for firms that provide professional services like accounting.

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