Document Management System & File Sharing Solution Across Industries
Simplify and Expedite Customer Interactions through Your Branded Portal
No matter what industry your compete within, SmartVault makes it easy for business professionals to collect, manage, prepare, and share all your important documents securely online. SmartVault can also be customized to meet the specific needs of your business or sector.
Work efficiently from anywhere at anytime
- Access, store, manage, and share documents from a secure cloud-based system
- Request eSignature for all your documents with built-in DocuSign integration
- Run activity reports and get automated alerts so you never miss a beat
Deliver better client experiences through a secure, branded client portal
- Strengthen your company’s image with a branded client portal linked directly to your website
- Upload or download documents in a secure and password-protected environment
- Set automatic email alerts for when someone has uploaded or downloaded files from your portal
Boost efficiency and client collaboration
- Use scanning wizards to convert paper to digital in one click
- Send clients secure links to access their files easily
- Upload or drag-and-drop files to an electronic document portal
Boost Productivity through a Secure, Cloud-based Platform
SmartVault was built from the ground up with professional services businesses in mind. You and your colleagues will be able to scan, upload, track, and control all your documents within one convenient, secure platform.
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.
Whatever professional services you specialize in, everyone wants an easy, streamlined experience readily available at their fingertips. Our online client portal lets you work collaboratively with your teammates, clients, and external partners with document request lists.
It’s critical to protect your and your customers’ important information from cyber-attacks and data breaches. Our cloud-based platform offers best-in-class security standards and compliance certifications that meet the most stringent regulations without making it a headache for your team.
Businesses See Real Returns When They Switch to SmartVault
SmartVault is the forward-looking solution for document management and secure file storage that I knew we needed. Get a demo and just do it. It’s really a common sense solution.”Robin Johnson Director TaxAssist Accountants Norwich North