SmartVault is one of the document sources Filed connects to. Pull the client files your firm already stores in SmartVault into Filed, where they are organized and turned into a clean, reviewer-ready workpaper.
There is no need to move or reorganize anything. Filed reads from your existing SmartVault structure, so document intake stops being a manual, file-by-file chase.
How it works
- Import client documents from SmartVault
- Work with your existing folders and structure
- Handle PDFs, scans, and images
- Keep documents organized by client for prep
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Find the SmartVault folder for [client name] and list the most recent source documents.
Summarize the tax documents in [folder name] and flag anything that appears missing.
With write access enabled, create an approved folder structure for [client name] and upload [file name].
The questions firms ask us
You authorize the connection once, and Filed can pull the client documents you store in SmartVault directly into a return, with no manual downloading and re-uploading.
No. Filed reads from your existing SmartVault structure and organizes the documents on its side for prep.
Filed handles the common document types firms work with, including PDFs, scanned documents, and images.