|Custom branded portal for uploading and accessing documents|
|Send password protected files via email|
|Auto alerts notify when files are uploaded or viewed|
|Add a client login to your website|
|Version control and activity reports to track changes|
|Files are encrypted in transit and at rest|
|eSign with unlimited DocuSign envelopes|
|Enable clients to upload directly to the portal|
What makes SmartVault really stand apart from Openspace? These features from SmartVault will help you increase efficiencies and improve your document workflow.
Use SmartVault’s customizable folder templates to organize your documents by client, document type, date – or however you like to work. You can also have documents routed to the correct folder, automatically. This helps reduce the time you spend searching for, and filing documents.
Integrate SmartVault with your accounting, tax, or productivity application for more efficient workflows. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault.
You can store all of your important documents in SmartVault, for as long as necessary with unlimited cloud storage and no expiration dates on any of your documents.
Upload common informational documents that most clients ask for, so they are easily accessible, on-demand. These documents might be terms, team introductions, or information on new legislation. You can also grant edit access rights for any folders based on who needs to see them.
Leverage the power of industry-leading eSignature solutions by DocuSign. Print a document, route to one or multiple signers to eSign, auto file the document back in the right folder, and be alerted when all parties have signed.
Batch print documents directly to SmartVault, leverage email templates, and use built-in mail merge technology to distribute documents to five, 50, or 500 clients.
Discover why SmartVault is the alternative to IRIS Openspace you need, including structured and customizable folders, an easy-to-use client portal, A+ customer service, and version control.
Customizable folder templates for full organization of documents by client, year – or tailored to your preference.
View an audit trail of all document activity, and access previous versions as a safeguard against overwriting files.
An easy-to-use client portal for guest users to upload and download files quickly and easily.
If you are not using SmartVault, you MUST! We would have been dead in the water and had to close our doors without SmartVault. Thank heaven we switched over from ‘the other brand’ this year!”Sandy Christiansen, Project Manager CRC CPAs