Features

Secure online document storage for business

Bank-level security, powered by the convenience of working in the cloud.

SmartVault Online Document Storage
Online Document Storage

How it works

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Go paperless with online document storage

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders, and kick the clutter to the curb.

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Streamline workflow and centralize your documents

SmartVault gives you a central online document storage solution for all your internal and client documents. We make it easy to find the file you need, when you need it, and share it securely with the right people.

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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.

Integrated online document storage

SmartVault integrates seamlessly with leading accounting and business applications to give you built-in online document storage, inside your favorite apps.

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Online Document Storage

Features built for business

SmartVault's online document storage solution has the features you need to streamline your document workflow and increase productivity, while keeping your data secure and in compliance.

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Desktop Access

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

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Folder Templates

Streamline processes with customizable folder templates.

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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.

Version History

Files lock for editing when you open them, and previous versions of files can be retrieved easily.

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eSignature

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

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Mobile Access

Access your files anytime, anywhere from a mobile device.

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.