Boost productivity with an automated workflow
Streamline the way you collect, manage and share documents.
How it works
Automate the collection of files from clients
With SmartVault, you or your clients can easily scan, drag and drop or upload from a mobile device directly to SmartVault to start your paperless workflow.
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.
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.
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.
Automate routine, low-value tasks
With SmartVault, you can create highly efficient workflows that help you go paperless, and optimize your processes. So you can focus on activities that bring more value to your business and personal life.
Branded client portals
Give clients a secure and convenient way to log in and access their files, or send documents to your staff.
Get documents signed in a single step with built-in eSignature integration, powered by DocuSign.
Mail merge & email templates
Distribute documents in bulk to one or all of your clients in a single step.
Out of the box customizable templates let you automatically create folders, users, security permissions and workflow rules.
Scan to cloud
Use simple scanning wizards to scan and upload documents to SmartVault to kick off an efficient, paperless workflow.
Connect SmartVault to your accounting, tax or productivity app to optimize your internal and client-facing workflows.