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

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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

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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

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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

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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.

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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.

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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.

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
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See Why A Customizable Client Portal Is a Game-changer for Financial Services Firms

WEBINAR: Streamlining tax season - year end prep for upcoming filing deadlines
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Streamlining tax season – year end prep for upcoming filing deadlines
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Experts Provide an In-Depth Review of SmartVault’s Features and Integration Capabilities
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Integrate Key Apps to Support Your Financial Services Firm