Client Portal & Secure File Sharing for Business Owners
Built with bank-level security, SmartVault offers a cloud-based client portal and document management system designed to help professional service businesses reduce costs, raise productivity and employee happiness, stay in compliance, and deliver higher levels of service.
Streamline Client Engagements and Document Workflows
Looking for a better way to collaborate with clients online? Want to help streamline and expedite back office processes for your company? SmartVault was built with the needs of business owners in mind.
SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.
With a cloud-based storage solution you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.
SmartVault’s solution delivers bank-level security with AES-256 bit encryption and SSL to protect your documents both at rest and while in transit.
When staff can move forward on their work with fewer challenges, they can finish projects sooner and spend less time at the office.
Ease day-to-day tasks for professional services staff so they are better positioned to move projects forward and make clients happier.
Simplify and Expedite Customer Interactions through Your Branded Portal
SmartVault makes it easy for business owners to collect, manage, prepare, and share all your business and client documents securely online.
Gather, store, share, and eSign files with ease
- Scan, attach, and view documents in your business apps
- Have documents signed quickly and easily with built-in DocuSign integration
- Generate activity reports and get automated alerts so you never miss a beat
Achieve the paperless workflow you’ve always wanted
- Utilize scanning wizards to seamlessly convert paper documents to digital
- Upload or drag-and-drop files to a cloud-based document portal
- Restrict unauthorized users from updating a file with auto check in/check out capabilities
Boost productivity, efficiency, and client collaboration
- Send clients secure links to access their files easily
- Batch print and distribute tax organizers, statements, and returns to clients
- Enable clients to serve themselves through an integrated client portal
See SmartVault in Action
Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A Demo
Simplify All Your Document Workflows with SmartVault
We went from a process where we had to rely on data coming in after-the-fact to a fully integrated system that allows all users from all branches to access and view current, accurate information and make sound, proactive decisions.”James Easley President Truly Noble Services
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo