Measuring the Success of Client Portals
Secure Online Document Storage
Online document storage gives your team a way to store and organize digital files through an app or a website. With online document storage, authorized staff and clients can access files securely, from anywhere, at any time.
Simplify How Your Business Works with Documents Online
SmartVault is the secure online document storage and management solution that makes it easy to collaborate with your clients.
Reduce paper-handling through online document cloud storage
SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.
Streamline workflows and centralize your documents
SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
Access your files anytime, anywhere, with ease
Enjoy the convenience of working in the cloud without compromising on the security, compliance, and productivity features that help you run your business smoothly. With SmartVault, your data is encrypted and backed up automatically, and our desktop tools run at speeds comparable to working locally.
Share files securely through your customized client portal
SmartVault’s document cloud storage solution comes with a built-in client portal that can be customized with your business branding, so you can easily and securely share files with employees, clients, and vendors. Your clients will get their own unique login, and can securely access their files 24/7.
Maximize security and compliance
SmartVault’s document cloud storage solution delivers bank level security with AES-256 bit encryption and SSL to protect your documents both at rest and while in transit. With SmartVault, you also get the tools you need to stay in compliance with worldwide regulations like HIPAA, FINRA, GDPR, and more.
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A DemoEasily and Securely Share Documents Online
“From a business continuity, collaboration, and security standpoint, there really is no other way to work in the times we are living in. It is absolutely essential. Utopia for our firm would be a completely paperless process and SmartVault is helping us get there!”Robin Johnson Director TaxAssist Norwich North
Power Your Business with Enhanced Digital Capabilities
Branded Client Portal
Give your clients a secure, easy, and professional way to collaborate with you through document cloud storage.
Connected Desktop
Get access to your documents in the cloud, with the speed and performance of a desktop app.
Scanner Integration
Digitize your documents quickly with one-touch scanner integration.
Version Control
Keep careful track of document versions, and retrieve older ones when needed.
Simplified eSignature
Send documents for signatures, approvals, and payment, then route them back to your SmartVault folders automatically.
Mobile Apps
Access your files anytime, anywhere from a mobile device.
Activity Reports
Stay in compliance with a full, timestamped audit trail of all document activity.
Add Online Document Management to Your Tech Stack
SmartVault integrates seamlessly with leading accounting and business applications to give you built-in document cloud storage and management, inside your favorite apps.
Frequently Asked Questions About Online Document Storage
What is the best way to store business/client documents online?
Online document storage gives your team a simple way to store and organize business and client documents. A cloud-based document storage solution allows you to reduce paper handling, streamline workflows, share files through a customized client portal, and maximize security. With online document storage, authorized staff and clients can access files securely, from anywhere, at any time.
Does SmartVault have a document storage limit?
No. SmartVault facilitates unlimited storage. This means that a typical user who may have been relying on local hard drives or on-premise servers can free up space in both places. With SmartVault, even a Standard account gives users access to unlimited storage.
What kind of data can be stored in SmartVault?
SmartVault is a cloud-based document management system that enables file storage, secure file sharing, and streamlined collaboration through a customizable client portal. Certainly, you can store electronic files common to most businesses such as MS Word files, spreadsheets, presentations, PDFs, and image files. But with SmartVault, almost any kind of digitized data or file can be stored, managed, accessed, and shared in a secure manner.
See Why A Customizable Client Portal Is a Game-changer for Professional Services Firms
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo