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.

Facilitate Fast And Easy Online Document Img

How Docdown Works

SmartVault allows your team to work more efficiently and your clients to securely complete and sign documents entirely online.

Reduce Paper Handling Icon
Build the exact form you need.

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.

Upgrade And Expand Your Business Icon
Drastically increase productivity.

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.

Branded Client Portal Icon
Streamline client collaboration.

Make it easier for clients to collaborate by staying within software they know and trust. Share forms via email or an embedded link.

Secure Client Portal Icon
Prioritize security and compliance.

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.

Get Started Now

Open a free trial account to get started now.

Start Free Trial
See SmartVault in Action

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

See A Demo
We 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!
Dawn Brolin, CPA, CFE, Powerful Accounting Solutions