Features

Client portals customized for your business

Securely request and share files from a branded client portal.

SmartVault Client Portal
Client Portals

How it works

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Give your clients "always-on" access

In an increasingly mobile world, your clients expect anytime, anywhere access to their documents. Give them a secure client portal to download their files and collaborate with you, without compromising on security, privacy, or convenience.

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Powered by online document storage and client portals in one

When you store a document in SmartVault, it’s easy to send it to the right people via the client portal, in a single step. Automated alerts tell you when files are uploaded or downloaded.

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Easily access your files anytime, anywhere

Enjoy the convenience of working in the cloud, without compromising on the security, compliance, and productivity features you need to run your business. With SmartVault, your data is encrypted and backed up automatically, and our desktop tools run at speeds comparable to working locally.

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Securely share files with a branded client portal

SmartVault's online document storage solution comes with a built-in client portal, so you can securely and easily share files with employees, clients, and vendors. Your clients get their own unique login, and can securely access files 24/7.

Secure client portals for professional services

SmartVault integrates seamlessly with the leading accounting and business applications to extend our client portal features to the apps you love.

QuickBooks Document ManagementHubdoc LogoDocuSign LogoXero Integrates with SmartVaultLacerte DMS
Client Portals

Features built for client service providers

Your business thrives when your clients are happy. That’s why SmartVault specializes in features that make it easy for you to deliver a great client portal experience that’s secure and easy to use.

Securely exchange sensitive files

Your data is encrypted and protected, and clients have their own authenticated login.

Simple, easy-to-use interface

Users can drag and drop files to their client portal and view files in their browser without downloading them.

One-step storing and sharing

When you store a client file in SmartVault, you can set an automatic email alerting the client there’s a new file ready to view.

Branded for your firm

Brand the client portal with your logo and color scheme, and link directly from your website.

Customized user permissions

You control who has access to files and can restrict permissions like editing, deleting, or creating files.  

Audit and version controls

All activity is timestamped in an activity report, and you can resurrect deleted or overwritten files through version history.

eSignature

Get documents signed in a single step with built-in eSignature integration, powered by DocuSign.

Mail merge & email templates

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

Bank-Level Security

AES-256 bit encryption protects your data at rest, and SSL protects your documents in transit.

Compliance Tools

Get the tools you need to stay in compliance with regulations like HIPAA, FINRA, SEC, and more.

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.