Features

Online document storage and secure file sharing

SmartVault is the easiest, most secure way to go paperless, collaborate and share files in the cloud.

SmartVault Features

What is SmartVault?

Online Document Storage

Online Storage Icon

Go paperless with online document storage

Centralize your document workflow and go paperless with online document storage that's built for businesses.

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Client Portal
Secure File Sharing
e-Signature
Workflow Automation

Online Document Storage

Standardize and centralize your documents with smart online document storage  for business.

Branded Client Portal

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

Secure File Sharing

Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.

PRODUCTIVITY TOOLS
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Connected Desktop

Get lightning fast access to your documents in the cloud, with the speed and performance of a desktop app.

eSignature

POWERED BY DOCUSIGN

Send documents for signatures, approvals, and payment, and route them back to SmartVault automatically.

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PDF Printer

Print files to PDF and automatically save them to SmartVault from any application.

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Full Text Search

Find the file you need, when you need it. Search on file names, tags, and even text within the file.

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Scanner Integration

Digitize your documents quickly with one-touch scanner integration.

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Email Alerts

Set alerts to be notified when documents are uploaded or downloaded.

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Automatic File Lock

When you open a file, it's automatically locked for editing to ensure you never overwrite data.

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Version Control

Access previous versions of files so you never lose history.

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Mobile Apps

Access your files anytime, anywhere from a mobile device.

SECURITY & COMPLIANCE

Bank-Level Security

Files are automatically backed up and encrypted using bank-level AES-256 bit encryption.

Compliance Tools

SmartVault supports HIPAA, FINRA, SEC, GLBA compliance, and more.

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Activity Reports

Stay in compliance with a full, timestamped audit trail of all document activity.

ACCOUNTING & TAX

Tax and Accounting App Integration

SmartVault integrates with the leading accounting and tax applications to turbocharge your client workflow.

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Customizable Folder Templates

Streamline your client onboarding process with customizable folder templates built for accounting pros.

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Mail Merge and Email Templates

Distribute documents in bulk to one or all of your clients in a single step.

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AutoFiler

Automatically route files to the right folder for the right clients.

Which plan is right for your business?

Seamless integration with business and accounting apps

Lacerte DMSDocuSign LogoQuickBooks Document ManagementHubdoc LogoDocument Management for Salesforce

Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

Book a 15-minute demo to see exactly how SmartVault can work for your business.