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
partnership
SmartVault
Document management
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.
How it works
- Import SmartVault client documents
- Support for existing folder structures
- Handle PDFs, images, and scans
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
