SmartScan: Snap. Upload. Done.
SmartScan makes it easy to scan documents from any device and upload clean, readable PDFs – instantly. No more HEIC files, blurry photos, or email attachments. Just better workflows.
What is SmartScan?
SmartVault’s built-in document scanner makes it simple for clients and staff to snap photos—or select existing ones—right from their phone or tablet. Each image is instantly uploaded as a clear, professional PDF. No extra apps, no email attachments, no hassle.
Compatible with all plans
Crops and formats images for readability
Uploads photos as PDFs
No more HEIC headaches
Renames files on the spot
Why it Matters: Benefits Your Firm & Your Clients
For Your Firm:
- Say goodbye to messy uploads and unreadable formats
- Receive clean, PDF-ready documents every time
- End client uploads in HEIC format that disrupt workflows
- Perfect for W-2s, receipts, IDs, and more
For Your Clients:
- Uploads from any device in seconds
- Simple, secure, no extra steps
- Built for all tech comfort levels—just snap and send
Included in Every SmartVault Plan
No upgrades. No hidden fees. SmartScan is ready to use in every SmartVault account.
- Available to all staff and clients (guest users)
- Mobile-friendly and works from any browser
- Integrated seamlessly into your existing document workflow
Have Questions? We’ve Got Answers.
What is SmartScan?
SmartScan is a mobile-friendly tool that allows clients and staff to take photos of documents, which are then uploaded as clean, searchable PDFs into the appropriate SmartVault folder.
Who can use SmartScan?
Both firm users and clients can use SmartScan from a mobile device, including tablets. Staff can access it through Connected Desktop, while clients use it through their SmartVault Client Portal.
How does SmartScan improve the document collection process?
It removes the need for scanners or manual uploads. Clients take a photo of a document, and SmartScan automatically crops, enhances, and saves it in the right location, helping firms move faster during tax prep and onboarding.
Is SmartScan secure?
Yes. SmartScan uses the same enterprise-grade security protocols as the rest of SmartVault, including encrypted transmission and secure folder storage.
Can clients use SmartScan without downloading an app?
Yes. SmartScan is built into the SmartVault Client Portal and works in any mobile browser. No separate app is required.
Do SmartScan documents meet quality standards for tax and compliance?
Yes. SmartScan converts photos into clear, legible PDF files that meet documentation requirements for tax and accounting professionals.
Where do SmartScan uploads go?
Documents are saved in the appropriate folder based on the user’s location within the portal when uploading. This helps keep files organized and minimizes administrative work.
