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
SMARTSCAN:
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
