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What is SmartVault?

SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.

What is Aprio Board Management Software?

The Aprio board portal software enhances the efficiency of preparing for board meetings, boosts communication and engagement among board members, and facilitates decision-making processes outside of the boardroom. This user-friendly, secure cloud-based solution is preferred by credit unions, financial institutions, healthcare providers, and educational organizations, offering immediate access to board materials across various devices while supporting real-time collaboration and interaction. Additionally, with round-the-clock support from experienced former board administrators, we simplify the complexities of effective governance. This makes Aprio not just a tool, but a vital partner in ensuring that organizations operate smoothly and effectively.

Media

Media

Integrations Supported

ATX
CCH Axcess Tax
Docusign
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
SKYLINE
Salesforce
TaxWise
UltraTax CS
Xero

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Pricing Information

$20.00/month/user
https://www.smartvault.com/pricing/
Free Trial Offered?

Pricing Information

Aprio’s subscription includes 12 user licenses – any number of which can be administrators — and unlimited committees. Every customer gets unlimited training and support and highly-supported onboarding at no extra cost.

You’ll get all of the premium tools and features you need to better manage your board: a library of current and past board materials, minutes builder, agenda builder, calendars, annotations, audit reports, decision tracking, desktop and remote access, attendance reports, and much more – with access to both desktop and mobile applications. If you wish to simplify your portal, you can hide the extra features you won’t use right now. Unhide them and set up training so that you can scale at no extra cost when it works for you.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

Company Facts

Organization Name

Aprio Inc.

Date Founded

2003

Company Location

Canada

Company Website

aprioboardportal.com

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Document Management
Drag & Drop
Electronic Signature
Encryption
Search
User Management
Version Control
Workflow Management

Portal

Document Management
File Sharing
Search

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Single Sign On

Company Secretarial

Archiving & Retention
Document Templates
Important Dates Reminders
Multi-Company
Shareholder Management

Corporate Governance

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Preparation Tools
Minutes Management
Post-Meeting Tools
Scheduling
Voting Management

Portal

Not specified

Remote Work

Collaboration
Electronic Signature
Live Chat
Meeting Management
Remote Access
Task Management
Web Conferencing

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