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Unleash the Power of SmartVault’s Client Portal for Seamless Collaboration

Published: July 10, 2023

Our previous blog explored the benefits of SmartVault’s client portal for accounting professionals. Today, we’ll share how you can create seamless collaboration with your clients by using our client portal. 

5 Ways SmartVault’s Client Portal Leads to Better Collaboration 

SmartVault helps over 3 million users collaborate better online, from document sharing to digital signatures. Here’s how: 

  • Secure File Sharing: It’s time to move away from risky email attachments. SmartVault’s client portal lets you, your staff, and your clients securely share documents, reducing the risk of data breaches. You can give your clients access to their specific folders, ensuring they can only view and collaborate on their documents. This ensures you don’t compromise the security of your practice or other clients’ data.  
  • Document Version Control: Keeping track of document versions can be challenging, especially when collaborating with multiple people. SmartVault’s client portal simplifies this process with version control that automatically tracks versions and changes. This eliminates confusion, ensures everyone works with the most recent information, saves time, and reduces errors.  
  • Digital Signatures: Are you still printing, signing, and scanning documents (or requiring your clients to)? SmartVault eSignature lets you and your clients review and electronically sign documents directly within the platform. This saves time, keeps your workflow moving smoothly, reduces paper waste, and can ensure the authenticity of the signatures. Electronic signatures also allow your clients to review, sign, and submit their signed documents from anywhere they’re located.  
  • Customization: SmartVault lets you create a customized folder structure that aligns with your specific accounting practice needs. You can create folders for each client, organize documents by year, or categorize them based on service type. This flexibility means you can tailor the portal to match your workflow, create consistency, and quickly locate documents when needed. 
  • Mobile Accessibility: We live in a fast-paced world where people expect 24/7 access. With SmartVault’s client portal, you and your clients can collaborate anytime, anywhere, and on any device. So whether your client is on the go or your staff is working remotely, everyone can stay connected and keep the workflow moving forward. 

Move Your Practice Forward With a Client Portal 

From secure file sharing and version control to digital signatures and mobile accessibility, SmartVault helps accounting professionals elevate their practice and provide exceptional client service. To see SmartVault’s client portal in action, schedule a quick demo with us.