This feature is part of the Scale Plan. Upgrade anytime.
What you can do with the SmartVault Integration
Easily import or link clients from SmartVault to Financial Cents
Automatically create clients in SmartVault when a client is created in Financial Cents
Access SmartVault from within projects, clients or the documents section in Financial Cents
Have client documents uploaded to the FC client task portal automatically routed to that client's SmartVault folder
How to integrate with SmartVault & Import/Link Clients
Contact support to set up the integration with SmartVault. Schedule a call here.
Automatically create clients in SmartVault when a client is created in Financial Cents
Accessing SmartVault From Financial Cents
Access SmartVault from projects:
Access SmartVault from the Client's "Integrations" section:
Access SmartVault from the Client's "Files" section:
Client documents uploaded to the FC client task portal are automatically routed to the client's SmartVault folder
If you integrated with SmartVault before November 21st, 2023. You will have to turn on this automation manually. You can learn how to do that in this article.