What is the best way to utilize SmartVault and Ledgersync together?
Ledgersync & SmartVault Workflow Tips
Benefits of the Integration:
- Automate the Fetching and Secure Storage of financial information
- Maintain a seamless workflow
- Control the flow and security of sensitive information
- Employees
can view documents without download any files
Statement Collection Workflow:
Step 1: Connect Your Client and Link to Their Financial Institutions
- Login to Ledgersync & invite your client to attach their financial institutions
- Send an SMS invite to the primary account user to simplify security tokens
- Prepopulate a list of institutions for your client to connect with.
Step 2: Select Your Cloud Storage Location
- Integrate with SmartVault by selecting Manage under your Client List
- Select Cloud Mapping and select SmartVault from the list of options of cloud storage locations.
Step 3: Complete the Authorization Steps
- Provide Ledgersync SECURE access inside SmartVault by verifying your USER PIN.
Step 4: Map the Folder Location
Each client can be mapped to their own destination within SmartVault
Automatically sync all your:
- Transactions
- Statements
- Check & Deposit Images
Completed Integration:
Employees
can view statements directly from SmartVault without the need to download them
to personal computer.
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