Documentation Automation Software
Create, Share, and Manage Digital Forms – All From One Location
Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.
How Docdown Works
SmartVault allows your team to work more efficiently and your clients to securely complete and sign documents entirely online.
Quickly customize forms with a simple drag-and-drop editor, whether you start with a template, an existing document, or from scratch. Collect images, signatures, dates, texts, numbers, and more.
Share forms with one client, a handful, or a few hundred with a click of a mouse. SmartVault automatically saves completed forms to the correct client folder.
Make it easier for clients to collaborate by staying within software they know and trust. Share forms via email or an embedded link.
See exactly who is accessing your documents with automatic activity tracking. Rest assured that your documents and data are protected by strict security measures.
Add Integrated Online eSignature Functionality to Your Tech Stack
SmartVault makes sending eSignatures easy and intuitive. Our platform is integrated with DocuSign, so you can enjoy all DocuSign eSignature and SmartVault capabilities in one place.
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A DemoWe tripled our productivity this tax season by connecting SmartVault, Lacerte and DocuSign and have reduced the number of clients on extension by 75%! Honestly, this tax season was the smoothest I've experienced in 20 years!
