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.
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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.
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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.
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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.
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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.
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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.
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See SmartVault in Action

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

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Automate Routine, Low-value Tasks through Powerful Features

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Customizable Templates

Streamline processes through customizable templates let you automatically create folders, users, security permissions, and workflow rules.

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Scan to Cloud

Use simple scanning wizards to capture and upload documents to SmartVault to kick off an efficient, paperless workflow.

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App Integration

Connect SmartVault to your accounting, tax, or productivity app to optimize your internal and client-facing workflows.

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Email Alerts

Set alerts to be notified when documents are uploaded or downloaded.

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Mail Merge and Email Templates

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.

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See SmartVault in Action

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

See A Demo