Efficiency starts with building a paperless workflow

Access and securely share all project files from the field or office. And give stakeholders the information they need to make informed decisions.

Schedule a 15-minute demo
  • We’re committed to your privacy.
    For details, visit our Privacy Policy.
  • This field is for validation purposes and should be left unchanged.

Your blueprint for going paperless

Online Document Storage

All your project files in one central location, secure and available 24/7 from the office or the field.

Learn More

Secure File Sharing

Streamline collaboration with secure sharing of plans, proposals, blueprints and photos with clients.

Learn More


Send documents for digital signatures, approvals, and payment, and route them back to SmartVault automatically.

Learn More
How It Works

Streamline your workflow with SmartVault

Get a single place to manage and share files securely—integrated with the apps and devices that fuel your business.

SmartVault Icon - Upload

Centralize your documents in one place

  • Easily scan, upload or drag & drop files to SmartVault
  • Upload and access files from the field or job site on a mobile device
  • Drag & drop files from Outlook to SmartVault

Automate low-value tasks

  • Find, view, edit and share documents easily
  • Integrate with your accounting app to attach source files to transactions
  • Request eSignature for all your documents with one click
  • Get automated alerts so you never miss a beat

Easily collaborate with all stakeholders

  • Locate any document and easily share it with partners and clients
  • Auto check in/check out of files increases collaboration and efficiency
  • With data at your fingertips, you can make decisions and increase productivity

"We went from a process where we had to rely on data coming in after-the-fact to a fully integrated system that allows all users from all branches to access and view current, accurate information and make sound, proactive decisions.”

James Easley
Truly Noble Services

Seamless integration with business and accounting apps

QuickBooks Document ManagementMethod LogoDocuSign LogoMicrosoft Outlook Logo - SmartVault Outlook PluginimageFORMULA logo
SmartVault Dots Pattern

Over 20,000 business and accounting professionals trust SmartVault to store and share their documents


"We can locate any document in SmartVault quickly and send it to a customer immediately and securely. This level of efficiency improves our ability to serve our customers and ultimately makes them very happy.”

James Easley
Truly Noble Services

SmartVault Dots Pattern

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.