See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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From Taxing to Relaxing Using SmartVault
A field guide to making tax season an enjoyable, smooth trip to your well-deserved vacation.
We've created a simple 4 step process to help you prepare for and get through the busy season feeling accomplished, refreshed, and ready for paradise!
STEP 1: Join a User-Specific Webinar
Ensure you and your firm are prepared with SmartVault. Refresh your skills, so you can have a rewarding, balanced busy season that you’ll be happy to celebrate with a summer getaway.
STEP 2: Assess Your Team
Quickly and easily add additional users and seasonal worker licenses directly in your SmartVault online portal now so they can be trained ahead of tax season.
STEP 3: Evaluate Your Workflows
Streamline your workflows and prevent the last-minute scrambles that lead to long hours and burnout.
SmartVault eSignature
A simpler way to request, collect and track eSignatures
Powered by DocuSign, SmartVault eSignature integrates seamlessly so you can send electronic files and secure eSignatures from clients and business partners with ease.
Two ways to purchase SmartVault eSignature:
- Subscribe: Use eSignatures without worrying about inventory and enjoy advanced features.
- Bulk Purchase: Pay for eSignatures in batches as needed. They roll over each year and never expire.
Already use DocuSign? Integrate your existing DocuSign account.
Docdown
Create, share, and manage digital forms – all from one location
Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.
- Create any fillable document using pre-built templates or start from scratch
- Share with one client, a handful, or a few thousand through email and hyperlinks
- Your clients review, complete, and sign securely from any browser or device
- Easily track the progress of each document. Submitted files are automatically saved to the client’s folder in SmartVault.
STEP 4: Review Your Cybersecurity Plan
Learn about SmartVault's security features and how to implement a plan to protect your firm during and beyond tax season.
