Cloud-Based Document Fetching Platform for Accountants, CPAs, and Bookkeepers Automatically Fetches and Delivers Relevant Client Documents – Including Bank Statements, Payroll Information, W2s, 1099s – to SmartVault
MILL VALLEY, Calif. – November 10, 2014 – Chasing clients for documents is passé. FileThis, the digital document fetching and filing service, today announced their integration with SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions. The dual effort will automate document delivery and reduce tax preparation time, saving users and tax pros heaps of time.
FileThis gives tax clients a revolutionary new way to collect and organize their tax and financial documents. Clients using FileThis enjoy a fully automated and branded service that fetches their bank statements, bills, and tax related documents from hundreds of financial institutions and delivers them directly to SmartVault.
“Tax Prep Professionals no longer need to chase their clients for providing tax-related documents,” said Brian Berson, CEO and co-founder of FileThis. “Because of FileThis Pro Service’s fetching and auto-delivery of source documents, professionals and clients can be sure that necessary documents are available and reviewed on time.”
“SmartVault has built its business around a unified vision of streamlining and automating workflow for tax and accounting professionals,” said Eric Pulaski, founder and CEO of SmartVault. “We are excited to see FileThis deliver such a high value, highly efficient solution for automating document delivery and we believe the pairing of our two technologies will save accountants time, which ultimately means they can run their business more efficiently and more profitably.”
FileThis is a unique technology designed to solve major pain points for Accountants, Bookkeepers, and Tax Pros. After clients connect their FileThis web app with their financial accounts and set up the storage destination, FileThis delivers up to three years’ worth of statements to their client folder in SmartVault. Now, tax managers can obtain multiple client statements and bills at once, pre-schedule their work and load levels, and know when monthly or end-of-year documents will arrive.
The FileThis integration with SmartVault, will be available in early 2015. FileThis for Professional Services offers multiple plans to allow small, medium and large businesses to take advantage of its automated document fetching and filing solution. More information about FileThis Document Portal for Professional Services can be found at FileThis.com/Pro.
Named by TIME Magazine as one of the “50 Best Websites of 2014” and a Macworld “Best of Show 2012” winner, FileThis is the easy-to-use portal that safely fetches and organizes important documents, including bills, bank statements, medical records, insurance policies, and more, eliminating paper waste and the need for a filing cabinet. FileThis utilizes bank-level security practices, including encryption, auditing, logging, and back-ups, and is backed by the Verisign security seal and the McAfee Secure badge. For more information visit FileThis.com.