Workflow Management SolutionsDrive Greater Efficiency through Workflow Automation
Want to implement workflows that reduce time-consuming processes? A series of discrete manual tasks that is transformed into a process that is automated helps achieve workflow automation. SmartVault’s core capabilities combined with powerful integrations enable your business to automate and customize business workflows for maximum efficiency.
Power Up Your Workflows to Get More Done in Less Time
With SmartVault, you can integrate critical business apps, automate repetitive tasks, and streamline the way you collect, manage, and share documents.
With SmartVault, you and your clients can easily scan, drag-and-drop, or upload files from any desktop or mobile device to your online document portal.
Reduce manual tasks through automated and repeatable workflows. Organize files automatically into folders through drag-and-drop functionality.
Work with clients who are happy to do business with you. Better position your team to delight customers and turn them into loyal fans.
Implement Workflows that Really Save You Time
We see great gains in efficiency internally, but I’m most pleased with the time savings in client communications.”Christa Skoupy CPA Auxilla Accounting
Over 30,000 Companies Trust SmartVault with Their Most Sensitive Documents
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Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.Schedule A Demo
Deliver Better, Faster Service for Your Clients
Speed up your workflows through powerful app integrationsMaximize efficiency and collaboration by connecting many of the apps your business relies on to SmartVault as a strategic integration.
Simplify information collection through smart document request listsTired of chasing clients for information? SmartVault’s Request Docs feature lets you build document request lists that collect everything you need from a client in one place.
Get work done faster with built-in DocuSign eSignaturesWith SmartVault, you can send any file to be e-signed, receive an alert when all parties have signed, and have the signed document automatically routed back to SmartVault.
Standardize your file structure with folder templatesBuild folder templates that best fit your document workflow once and we’ll automate the rest. Say goodbye to messy folder structures and say hello to organization.
Print and automatically route files to the right foldersSmartVault lets you easily print and auto-file documents to a specific folder. Spend less time looking for the file you need, and more time doing higher value work.
Batch print and distribute documents in bulkSave time by automating the distribution of documents to clients. Financial statements and final tax returns can be sent to 5, 50, or 500 clients in a click.
Frequently Asked Questions About Efficiency & Automation
A DMS can simplify your everyday workflow, giving you more time to focus on truly value-adding activities. One way it does this is by automating routine tasks. Just this alone can save your business hundreds of hours of work. For example, instead of using emails to exchange documents, your DMS should offer secure file sharing capabilities through a private client portal. This removes the manual steps of including attachments, writing an email, and sending it. Plus, the client portal is much more secure than emails.
Many cloud platforms offer added features such as customizable folder templates, eSignature integration, and core workflow software integrations that connect your essential business tech stack with each other.
Reduce manual tasks with powerful integrations with the leading accounting and tax applications you already use and trust like Lacerte, ProSeries, QuickBooks, and more. SmartVault has a desktop app too, so you can access everything through your browser or Windows File Viewer.
Your DMS should let you configure automatic notifications, create templates, and establish a centralized location for your information and important documents to live. Imagine sending a form for signature with one click, receiving a notification once it’s been signed, and having the executed document automatically saved in the correct folder in your DMS. It would save you and your business a lot of time. It also reduces manual, error-prone processes, like when someone accidentally saves a document in the wrong client folder.
A client portal is a secure, private, and authenticated online platform that empowers businesses to better collaborate with clients. Using a secure client portal allows your customers to access their documents whenever they need to and from wherever they are. This frees up time for you that might have otherwise been spent sending (or resending) documents to customers.
More Ideas to Automate Process and Operate More Efficiently
Save Time and Money with a Powerful, Flexible Solution
It does exactly what we need it to do to share data in a very streamlined, easy way. When you look at the functionality SmartVault offers versus the cost, it really is an excellent solution.Chris Brodrick Head of Corporate Service and Operations Carey Pensions