Features

Boost productivity with an automated workflow

Streamline the way you collect, manage and share documents.

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Workflow

How it works

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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.

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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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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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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.

Power up your workflow with these integrated apps

SmartVault integrates seamlessly with leading business and accounting apps to bring streamlined workflow to the apps you love

Xero Integrates with SmartVaultDocuSign LogoQuickBooks Document ManagementLacerte DMSHubdoc Logo
Workflow

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.

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Branded client portals

Give clients a secure and convenient way to log in and access their files, or send documents to your staff.

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eSignature

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

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Mail merge & email templates

Distribute documents in bulk to one or all of your clients in a single step.

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Customizable templates

Out of the box 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 scan and upload documents to SmartVault to kick off an efficient, paperless workflow.

Outlook Plug-in

Upload attachments or entire emails to SmartVault. Request files from clients and convert email attachments to secure links - all from Outlook.

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Auto upload

Easily scan, upload or drag and drop files to SmartVault. Power up your workflow with tools like Hubdoc, that automatically fetch statements and upload to SmartVault.

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App integration

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

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.