There’s a reason over 3 million people use SmartVault globally: Our integrated document management system and client portal makes it easy and secure to gather, store, share, and eSign documents in the cloud.
See How SmartVault Can Power Your Business
Implement online document storage that scales with you: Enjoy unlimited storage and users in a central document cloud storage for your internal and client documents. Quickly find the file you need, when you need it, and share it securely with the right people.
Manage documents through a secure, branded portal: Give clients an easy and professional way to view, upload, and download documents from a portal that’s accessible anytime, from anywhere, and on any browser.
Simplify how you gather and track documents: Create and send request lists to clients, whether it’s one or 1,000. Receive notifications, have full visibility, and manage all documents in one place. SmartVault automatically routes files to the right folder.
Boost efficiency with automated workflows: Scan, drag and drop, or upload files in seconds. Integrate with Lacerte, ProSeries, QuickBooks, Microsoft Office, DocuSign, and more to streamline tasks, save time, and focus on higher-level initiatives.
Facilitate fast and easy document esignature: Streamline multiparty collaboration and allow clients to sign forms and contracts from their desktops, laptops, or mobile devices. Send documents for eSignature and receive signed documents back in the same folder.
Don’t stress about compliance and security: SmartVault supports compliance with major worldwide regulations, like HIPAA, GDPR, FINRA, SEC, GLBA, CCPA, and more.