Client Portal & Secure File Sharing for Office Managers

Looking for a better way to collaborate with clients online? Want to help expedite back office processes for your business? Streamline the way you collect documents, organize client data, and share files by using a secure, branded client portal, built to assist office managers serving a critical role at professional services firms.
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Boost Business Productivity through a Centralized Platform

SmartVault is a cloud-based document management system that allows office managers to securely gather, store, and share all business and client documents with ease.

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Access your files anytime, with ease

Enjoy the convenience of working in the cloud without compromising on the security and productivity features that help you run your business smoothly.

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Streamline document workflows

With a cloud-based storage solution you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

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Maximize collaboration

Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.

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Simplify document collection

Integrate SmartVault with apps like Docusign, Outlook, QuickBooks, and Lacerte to streamline administrative tasks, save time, and focus on higher-level initiatives.

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Reduce paper-handling

Digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.

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Connect business apps to boost efficiency

Integrate SmartVault with apps like Lacerte, ProSeries, QuickBooks, and more to save time and focus on higher-level initiatives.

Make It Easy for Clients to Share Critical Documents with Your Firm

SmartVault makes it easy for office managers to collect, manage, prepare, and share all business and client documents securely online.

Gather, store, share, and eSign files with ease

  • Scan, attach, and view documents in your business or accounting app
  • Get documents signed quickly and easily with built-in DocuSign integration
  • Access activity reports and get automated alerts so you never miss a beat

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Deliver better client experiences through a paperless workflow

  • Use scanning wizards to seamlessly convert paper documents to digital
  • Upload or drag-and-drop files to an online document portal
  • Restrict users from updating a file through auto check in/check out capabilities

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Boost efficiency and client collaboration

  • Send clients secure links to access their files easily
  • Reduce admin hours with pre-built folder templates that auto populate for new projects
  • Give clients power to serve themselves through an integrated client portal

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See SmartVault in Action

Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.

Schedule A Demo

Simplify All Your Document Workflows with SmartVault

SmartVault’s integrated document management system and client portal help us: provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault.”
Diane Curtis Office Manager Affiliated Financial Services
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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

See A Demo