Workflow
Streamlining tax season – year end prep for upcoming filing deadlines
Document Management Financial Services
Simplify Secure File Sharing for Your Financial Services Firm
Want to reclaim productivity and end document chaos? SmartVault gives you cloud-based document management along with secure file sharing through your own branded client portal.
Explore Top Features Built for Financial Professionals
Gather, store, share, and eSign files with ease
- Scan, attach, and view documents in your business apps
- Request eSignature for all your documents with built-in DocuSign integration
- Process loans, and close deals faster by collecting documents with request lists
Achieve the paperless workflow you’ve always wanted
- Go paperless with unlimited cloud storage for all your documents
- Upload or drag-and-drop files to an electronic document portal
- Control who accesses what information and use versions to ensure continuity
Boost efficiency and client collaboration
- Batch print and distribute tax organizers, statements, and returns to clients
- Enable clients to serve themselves through an integrated client portal
- Process loans, and close deals faster by collecting documents with request lists
Vault your contracts easily with Certified Vault
- Streamline and expedite your deals by getting loan contracts signed quickly, easily, and securely
- Store authoritative, immutable contract documents in our compliant electronic vault
- Give all parties confidence that details of a deal can’t be changed once agreed upon
Streamline Client Engagements for Your Financial Services Firm
SmartVault was built from the ground up with the workflow and security needs of financial services professionals in mind.
Simplify document organization and secure file sharing tasks
SmartVault online document management and client portal software gives you unlimited cloud storage, end-to-end encrypted secure file sharing, auto-populated folder structures, and granular employee permissions that put you back in control of information.
Give staff and clients the digital-first experience they deserve
Our online client portal lets you work collaboratively with your teammates, clients, and external partners with document request lists, eSignature integration, UCC 9-105 compliant authoritative copy vaulting, in-app file editing, and more.
Ensure security and compliance without the extra stress
It’s critical to protect your and your customers’ important information from cyber-attacks and data breaches. Our cloud-based platform offers best-in-class security standards and compliance certifications that meet the most stringent regulations such as FINRA, SEC and GLBA.
Switch to SmartVault to See Real Returns for Your Accounting Firm
I estimate that we easily saved about 15 minutes per tax return. If I multiple this by 2,500 returns, I would say that we saved about $10,000 in labor costs. And that’s a big win!”Billy Johnston CPA Adams, Jenkins and Cheatham CPAs
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A Demo
See Why A Customizable Client Portal Is a Game-changer for Financial Services Firms
