Best-in-class firms use Filed
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
Questions
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.