Client Portal & Secure File Sharing for Office Managers
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.
Enjoy the convenience of working in the cloud without compromising on the security and productivity features that help you run your business smoothly.
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.
Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.
Integrate SmartVault with apps like Docusign, Outlook, QuickBooks, and Lacerte to streamline administrative tasks, save time, and focus on higher-level initiatives.
Digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.
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
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
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
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
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo