SmartVault Customer Referral Program

Do you have clients that send documents to their customers?

For example, a lawyer that needs to send important files to their client, a mortgage or loan service with customers who need to send over financial data, or a medical practice that needs to share patient information and treatment plans.

All of these businesses and more can benefit from using a secure document transfer solution, and with integrated eSign functionality, their workflow and security can be improved.

How can joining a referral program help you?

  • Position yourself as a trusted advisor.
  • Offer added value by showing your clients how to increase their cybersecurity and improve workflow.
  • Earn extra money - for each referral you send over that completes a demo, you will receive a $25/£20 Amazon gift card. Earn an additional $25/£20 when the referral completes a demo AND signs up with SmartVault within the same month.

How do you join?

  1. Send an email to with the following contact information for each referral (multiple contacts can be added in one email):
    • Your full name
    • Company name
    • Email Address
    • Phone number
  2. SmartVault will send an email to each referred person with a link to schedule a demo.
  3. When the demo is complete, we will send you an Amazon gift card worth $25/£20. When the person you referred signs up with SmartVault before the month-end, we will send you an additional Amazon gift card worth $25/£20.

The referrals must be for valid businesses who have a valid business need for SmartVault. Incentives will not be paid out for referrals sent for individuals or those with no valid need for SmartVault. Gift cards will be sent at the end of the month in which the referral completes a demo. The referral must also sign up within the same month to receive the additional $25 gift card. The offer ends March 31st, 2021. The demo must be completed to validate your gift card. Proof of purchase within the same month must also be seen to validate the additional gift card.