Document Management System & File Sharing Solution Across Industries

Regardless of your industry, you may need to securely store, manage, and share important business and client documents. SmartVault’s cloud-based document management system empowers your staff to collaborate more effectively so you can grow and scale operations more efficiently.

Book a Demo

Simplify and Expedite Customer Interactions through Your Branded Portal

No matter what industry your compete within, SmartVault makes it easy for business professionals to collect, manage, prepare, and share all your important documents securely online. SmartVault can also be customized to meet the specific needs of your business or sector.

Work efficiently from anywhere at anytime

Access, store, manage, and share documents from a secure cloud-based system
Run activity reports and get automated alerts so you never miss a beat
Request eSignature for all your documents with built-in DocuSign integration

Deliver better client experiences through a secure, branded client portal

Strengthen your company’s image with a branded client portal linked directly to your website
Upload or download documents in a secure and password-protected environment
Set automatic email alerts for when someone has uploaded or downloaded files from your portal

Boost efficiency and client collaboration

Use scanning wizards to convert paper to digital in one click
Send clients secure links to access their files easily
Upload or drag-and-drop files to an electronic document portal

Boost Productivity through a Secure,  Cloud-based Platform

SmartVault was built from the ground up with professional services businesses in mind. You and your colleagues will be able to scan, upload, track, and control all your documents within one convenient, secure platform.

Simplify document organization and secure file sharing tasks

SmartVault online document management and client portal software gives you unlimited cloud storage, end-to-end encrypted secure file sharing, auto-populated folder structures, and granular employee permissions that put you back in control of information.

Give employees, clients, and collaborators the digital-first experience they deserve

Whatever professional services you specialize in, everyone wants an easy, streamlined experience readily available at their fingertips. Our online client portal lets you work collaboratively with your teammates, clients, and external partners with document request lists.

Ensure security and compliance without the extra stress

It’s critical to protect your and your customers’ important information from cyber-attacks and data breaches. Our cloud-based platform offers best-in-class security standards and compliance certifications that meet the most stringent regulations without making it a headache for your team.

View ALL Features