PDF Form Filler: The Best Solution for Custom Digital Forms

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.

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Easily Create, Share, and Manage Digital Forms

Allow your team to work more efficiently and your clients to securely complete and sign documents entirely online.

Build Custom Forms with Ease

With an intuitive drag-and-drop editor, quickly customize forms to meet your needs. Whether you start with a template, an existing document, or from scratch, you can collect everything from text to signatures and images. Conditional logic makes your forms dynamically display, hide, or adjust sections based on specific responses.

Robust Form Library

It’s simple to find professionally designed templates. Search by type (like “Individual Client”), view thumbnails of each template, and read through the description. Once you choose the template, you can modify fields and workflows as needed.

Create a Custom Workflow

Use a visual Workflow Editor to create a sequence of steps to define your custom document automation process—from generation to delivery. Completed forms can be automatically saved to the client folder within SmartVault, eliminating the need for manual organization and saving valuable time. Other automations include emails, slack notifications, and webhooks.

Distribute Forms Quickly and Securely

Distribute forms quickly to one client, a handful, or even thousands. You can password-protect forms or enable anyone with the link to access them. Add the form link wherever you’d like (directly on your website, emails, or in a QR code).

Enhance Client Collaboration

Clients securely complete and sign documents online, anywhere, and on any device. This makes it simple and convenient, keeping your clients happy and your projects moving seamlessly forward.

Prioritize Security and Compliance

Automatic activity tracking lets you see exactly who is accessing your documents, and strict security protocols, including bank-grade encryption and granular access controls, safeguard sensitive information.

Keep Tabs on Progress

A detailed dashboard organizes all the generated documents for easy access. You can download, view the status, send reminder emails, or revoke access to the forms sent out.

Frictionless Digital Form Process

Frequently Asked Questions

What is contract generation software?

Contract generation software, also known as document automation software or form building software, is a tool that enables users to create, manage, and distribute digital forms, contracts, invoices, and other fillable documents efficiently. It streamlines the process of generating and sharing documents by providing features such as:

Templates and drag-and-drop editors for creating custom forms and documents
Conditional logic for dynamic form fields and sections
Workflow automation for routing documents through a predefined sequence
Secure document sharing and e-signature capabilities
Integration with cloud storage and other business applications
Detailed tracking and audit trails for document activity

Contract generation software helps organizations eliminate manual tasks, reduce errors, and improve collaboration by automating document-centric processes.

How does Docdown fit into the SV workflow for accountants?

Docdown is a contract generation and document automation tool that seamlessly integrates with SmartVault’s workflow for accountants. It streamlines the process of creating, sharing, and managing client forms, engagement letters, and other documents. Here’s how Docdown fits into the SmartVault workflow:

Accountants can create custom forms and templates using Docdown’s intuitive drag-and-drop editor or choose from a library of pre-designed templates.
Once a form is created, Docdown allows accountants to generate and distribute it to clients securely, with the option to password-protect or share it via a link.
Clients can complete and electronically sign the forms online, without the need for printing, scanning, or manual data entry.
Completed forms can be automatically saved to the respective client folder within SmartVault, eliminating the need for manual file organization.
Docdown’s workflow automation capabilities enable accountants to define custom processes, such as sending reminders, notifications, or triggering downstream actions based on form completion.
Detailed activity tracking and audit trails within Docdown and SmartVault provide visibility into document access and actions taken.

By integrating Docdown into their SmartVault workflow, accounting firms can streamline document-centric processes, enhance client collaboration, and maintain a secure, centralized repository for all client documents and engagement materials.

What are the benefits of contract generation software?

Contract generation software offers several benefits to organizations, including:

Increased efficiency and productivity: Automated document creation, routing, and e-signatures eliminate manual tasks, reducing errors and saving time.
Improved collaboration and client experience: Clients can securely complete and sign documents online, enhancing convenience and fostering a seamless experience.
Consistent and professional document branding: Templates and standardized formatting ensure a consistent and professional appearance across all documents.
Better version control and tracking: Detailed audit trails and version histories provide visibility into document activity, changes, and access.
Enhanced security and compliance: Robust access controls, encryption, and compliance features safeguard sensitive information and meet regulatory requirements.
Workflow automation: Custom workflows and conditional logic streamline document-centric processes, reducing manual intervention and bottlenecks.
Integration with existing systems: Many contract generation solutions integrate with cloud storage, CRMs, and other business applications for a seamless experience.
Scalability: Cloud-based solutions can easily scale to accommodate growing document volumes and user needs.

Is Docdown included with a SmartVault license?

Docdown is included in SmartVault’s Accounting Unlimited Plan and is offered as an add-on to other plans.

Learn more and see our packages here

What does a DMS control?

Cloud-based document management systems are built with security in mind, so they can encrypt data both during transit and at rest. The DMS lets you control who can access which documents. All data and information are stored and securely backed up.

How do you set up a document management system?

This depends on your unique needs. If you’re switching from a different DMS, you should partner with a vendor who can assist with migrating data, offers onboarding services, and more. This can make your DMS setup seamless.

What Our Customers Say

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!

Rhee Eliker Owner of Rhee Eliker, CPA, MBT

I would totally recommend SmartVault to other offices. It has so many perks for running an office smoothly - organizing client files, inviting clients to upload, getting notified of uploads. It's the first thing I sign into each morning to start working. SmartVault gets 6 stars out of 5 in my book!

Dania Amezcua One Stop Tax Service & Professional Help

We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.

Robert Paolini Paolini Financial Group, LLC

As the owner of PK Petrykowski CPA, serving over 220 clients across service businesses and individual tax clients, SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure. Now, with SmartVault's document management system and client portal, we've eliminated the need for one full-time employee dedicated to sorting paper documents, saving us valuable time and resources.

PK Petrykowski CPA Prudence Petrykowski

I love using SmartVault because it’s so organized and easy to use. SmartVault’s integrated document management system and client portal helps us provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault to other tax and accounting firms that are looking to securely work with clients online.

Diane Curtis Affiliated Financial Services