partnership
SmartVault
Document management
SmartVault to bring client documents into Filed without breaking existing workflows.
How it works
- Import SmartVault client documents
- Support for existing folder structures
- Handle PDFs, images, and scans
SmartVault
Document management
Filed can be used to automate tax workflows, the same way a preparer would. It keeps the workflow familiar while removing manual steps.
How it works
- Import SmartVault client documents
- Support for existing folder structures
- Handle PDFs, images, and scans
Filed is not affiliated with or endorsed by this software
SmartVault connects to Filed so firms can keep using the storage system they already rely on. Pull in documents easily and prepare returns without extra steps.
Best-in-class firms use Filed
FAQ
