Save Time and Money through More Automated and Efficient Workflows
Go from paperless to productive by transitioning to scanning paper documents and moving digital files into one repository in the cloud.
Deliver better client experiences through a paperless workflow
- Use scanning wizards to convert paper to digital in one click
- Upload or drag-and-drop files to an electronic document portal
- Restrict other users from updating a file with auto check in/check out capabilities
Choose a system that’s easy to learn and easy to use
- Send clients secure links to access their files easily
- Enable clients to serve themselves through an integrated client portal
- Spend less time fussing with documents so you can focus on doing what you love
Boost Productivity through a Secure, Cloud-based Platform
SmartVault was built from the ground up with professionals like you in mind. You and your colleagues will be able to scan, upload, track, and control all your documents within one convenient, secure platform.
Find the file you need, when you need it. All your documents will be in one central location, secure and available 24/7.
Built with bank-level security, all documents stored in SmartVault are encrypted for privacy – both during transit and while at rest.
Integrate SmartVault with your preferred business apps to streamline administrative tasks, save time, and focus on higher-level initiatives.
See Why Over 30,000 Business Professionals Trust SmartVault Every Day
Moving to SmartVault has cut out at least 75% of on-premise paperwork. It used to take hours to track down documents from an inquiry. Today, instead of manually searching, faxing over, and then re-filing paper, we locate the document in SmartVault in seconds.”Kristy Hensle CFO McLoone’s Restaurant