SmartVault Customer Referral Program

Do your clients send documents to their customers?

For lawyers who send important files to their clients, or mortgage or loan services that share financial data, or a medical practice sharing patient information and treatment plans, protecting sensitive data is key to maintaining customer privacy.

Just like you, these businesses (and more) can take advantage of SmartVault’s secure document transfer solution and integrated eSign functionality.

How can joining the referral program benefit you?

When you join our Customer Referral Program, you can share the SmartVault solution with other businesses facing the same challenges you are. You can also:

  • Position yourself as a trusted advisor.
  • Offer added value by showing your clients how to improve their cybersecurity and information transfer workflow.
  • Earn extra money! You will receive a $25/£20 Amazon gift card for each referral who completes a demonstration. You can also earn an additional $25/£20 Amazon gift card when your referral signs up with SmartVault within the same month.

How do I join SmartVault’s Customer Referral Program?

To join the program, simply send an email to In that message, make sure you include the following information:

  • Your full name and contact information
  • The referral's
    • Full name
    • Company name
    • Email address
    • Phone Number

Note that you can include multiple referrals in the same email message.

After we receive your email, we’ll send a link to our SmartVault demonstration that you can forward to your referral. After they complete the demonstration, we will send your Amazon gift card at the end of the month. You’ll get another gift card if they sign up.

The referrals must be valid businesses with a valid business need for SmartVault. Incentives will not be paid 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 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.

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