SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.
Digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter.
Make gathering documents and tracking document collection progress simple and straightforward with Request Docs.
Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.
With DocuSign integration, you can send a file to be e-signed, and have the signed document automatically routed back to SmartVault.
Work with clients who are happy to do business with you. Better position your team to delight customers and turn them into loyal fans.
