1. Implement Easy-to-Use Online Document Storage

Centralize your document workflow with online document storage built for a range of professional services businesses.

2. Get More from Your Document Management System

Enable secure file sharing, streamlined collaboration, and seamless integration with your important business apps.

3. Offer Your Own Customized Portal Page

Make it easier for customers to do business with you through a branded portal page for gathering and sharing files securely.

4. Share Files Securely in the Cloud

Protect documents in transit and at rest with bank-level data encryption. SmartVault helps you stay in compliance.

5. Simplify Document e-Signing

Request and receive signatures with ease. Clients can sign forms and contracts from their desktops, laptops, or mobile devices.

6. Streamline Client Document Collection

Simplify the way you request, collect, store, and manage client supplied or prepared documents once and for all.

7. Automate Key Workflows

Optimize your internal and client-facing processes through more efficient workflows that reduce repetitive manual work.

8. Eliminate Security Vulnerabilities

Avoid consumer-grade cloud apps that might put your firm or clients at risk. SmartVault uses bank-level security to protect your business.

9. Enjoy Fast, Widespread Adoption

SmartVault is easy to learn and easy to use. We guarantee that your staff and clients will get up to speed with SmartVault quickly.