Protect your clients' financial data and stay in compliance
Move work forward with a paperless workflow and a platform that helps you achieve compliance with industry regs like FINRA and GLBA.
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Features Finance and Accounting Pros ♥
How It Works
Increase collaboration with SmartVault
Streamline your internal processes while staying compliant with industry regulations and improving your client experience.
Increase collaboration and meet compliance standards
- Give clients always-on access to files with a secure, branded client portal
- Get bank-level security, without the big-budget price tag
- Run activity reports to see who accessed what file and when
- Meet compliance with industry regs like HIPAA, FINRA, SEC, and more
Standardize workflows to increase business efficiency
- Get customizable templates for creating folders, users and security permissions
- Request electronic signatures on any document in one click
- Get automated alerts when staff or clients upload or view a document
Centralize all firm and client documents in one place
- Upload and access documents from the office or a remote location
- Easily scan, upload or drag and drop documents to SmartVault
- Integrate with market leading accounting, tax and productivity apps
"SmartVault is a very robust system, but it's also user-friendly. I feel confident that SmartVault will continue to be an ideal partner, keeping us in compliance with SEC/FINRA document storage and security regulations while also helping us build a more collaborative work environment."
Over 20,000 business and accounting professionals trust SmartVault to store and share their documents
"As soon as I saw what [SmartVault] could do in terms of collaborative workflow and making it so easy to share files with the simplicity of a secure link, I knew we had to have it... I loved it so much I was willing to fight for it when I went back to our firm's partners with our proposal for implementing the new solutions I had vetted."
Director of T.A.S.C.
Miller Grossbard Advisors