Document Management System & File Sharing Solution Across Industries

Regardless of your industry, you may need to securely store, manage, and share important business and client documents. SmartVault’s cloud-based document management system empowers your staff to collaborate more effectively so you can grow and scale operations more efficiently.
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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

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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

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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

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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.

Simplify Document
Simplify document organization and secure file sharing tasks

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.

Give Employees
Give employees, clients, and collaborators the digital-first experience they deserve

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.

Ensure Security
Ensure security and compliance without the extra stress

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

See SmartVault in Action

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

Schedule A Demo

See Why A Customizable Client Portal Is a Game-changer

Integrate Key Apps to Support Your Business

Get Started Now

Open a free trial account to get started now.

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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