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  • 866.674.6785
  • Support
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SmartVault
  • Product
    • Do not delete
      • Overview
    • Features
      • Online Document Storage
      • Client Portal
      • Secure File Sharing
      • eSignature
      • Request Docs
      • Docdown
      • Workflow Automation
      • Document Management System
      • Email Capture
      • Certified Vault
    • Integrations
      • TaxCalc
      • DocuSign
      • Intuit Lacerte
      • Intuit ProSeries
      • UltraTax CS
      • Rightworks
    • Security & Compliance
      • FTC
      • HIPAA
      • GDPR
      • FINRA
      • SEC
      • GLBA
      • CCPA
      • FAQs
    • How We Compare
      • Intuit DMS
      • Sharefile
      • eFileCabinet
      • OneDrive
      • MyDocSafe
      • IRIS Openspace
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    • Solutions by Industry
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      • Community Banks
      • Credit Unions
      • Automotive
      • Construction
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      • Real Estate
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      • Other Industries
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      • Accountants
      • IT
      • Office Managers
      • Business Owners
      • Partner
    • Solutions by Use Case
      • Implement a Paperless Office
      • Efficiency and Automation
      • Protect Client and Business Information
      • Transition to Cloud
      • Employee Well-being
      • Preparing for Tax Season
  • Pricing
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    • All Resources
    • Article
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    • Checklist
    • eBook
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