Document Workflow Automation
Looking to implement more efficient document workflows? Start with document automation software that helps you get things organized. With SmartVault, you can easily enable document workflow automation by streamlining the way you collect, manage, and share documents.
Drive Efficiency through Automated Document Workflows
With SmartVault, you or your clients can easily scan, drag and drop, or upload files from any desktop or mobile device to your online document portal.
Simplify information collections through smart document request lists
Tired of chasing clients for information? SmartVault’s Request Docs feature lets you build document request lists that collect everything you need from a client in one place.
Get work done faster with built-in DocuSign eSignatures
With SmartVault, you can send any file to be e-signed, receive an alert when all parties have signed, and have the signed document automatically routed back to SmartVault.
Standardize your file structure with folder templates
Build folder templates that best fit your document workflow once and we’ll automate the rest. Say goodbye to messy folder structures and say hello to organization.
Print and automatically route files to the right folder
SmartVault lets you easily print and auto-file documents to a specific folder. Spend less time looking for the file you need, and more time doing higher value work.
Batch print and distribute documents in bulk
Save time by automating the distribution of documents to clients. Financial statements, organizers, and final tax returns can be sent to 5, 50, or 500 clients in a click.
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A DemoAutomate Routine, Low-value Tasks through Powerful Features
Give your clients a secure and convenient way to log in and access their files, or send documents to your staff.
Send documents for signatures, approvals, and payment, then route them back to your SmartVault folders automatically.
Collect client information with pre-populated document request lists, customizable by engagement and project type.
Streamline processes through customizable templates let you automatically create folders, users, security permissions, and workflow rules.
Use simple scanning wizards to capture and upload documents to SmartVault to kick off an efficient, paperless workflow.
Upload attachments or entire emails to SmartVault. Request files from clients and convert email attachments to secure links — all from Outlook.
Connect SmartVault to your accounting, tax, or productivity app to optimize your internal and client-facing workflows.
Set alerts to be notified when documents are uploaded or downloaded.
Distribute documents in bulk to one or all of your clients in a single step.
Integrate Document Automation Software with Your Tech Stack
SmartVault integrates seamlessly with leading business and accounting apps to bring streamlined document workflow to the apps you love.
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo