Ratings and Reviews 74 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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features 0 out of 5 stars
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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 Everleagues?

Collaborating remotely with your clients and team is entirely achievable. Within just a few minutes, you can establish a private workspace tailored to your company’s needs. By consolidating all your essential tools in one location, you can significantly enhance productivity while working from different locations. EverLeagues serves as a hub that connects all users within your organization, whether they are internal staff or external partners, facilitating collaboration on daily tasks through a secure platform. This integration leads to improved service delivery, minimized time expenditure, and decreased operational costs. Communication is streamlined through various channels, allowing employees, clients, and other stakeholders to interact seamlessly within groups or teams. Features like secure messaging, video conferencing, and file sharing make it simple to stay connected. EverLeagues prioritizes the security of all your communications and documents, ensuring that productivity remains high. You can easily organize and oversee your business operations using a structured role- and tier-based system. Additionally, EverLeagues allows for the straightforward assignment of team members to specific organizations, catering to various locations or departments, while also enabling the allocation of clients to designated professionals or team members for personalized service. This adaptability ensures that your team can function effectively, regardless of geographical barriers.

Media

Media

Integrations Supported

ATX
CCH Axcess Tax
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
Xero

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$5.00 per user per month
unlimited free guest users; volume discounts and unlimited plan available
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

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
Online Training

Company Facts

Organization Name

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

Company Facts

Organization Name

Everleagues

Company Location

United States

Company Website

everleagues.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

Collaboration

Brainstorming
Chat / Messaging
Contact Management
Document Management
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Electronic Signature
File Sharing
Messaging / Discussion
Roles / Permissions
Search

Document Management

Access Controls
Collaboration Tools
Document Delivery
Electronic Signature
Offline Access

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Chat / Messaging
File Sharing
Knowledge Management
Newsletter Management

File Sharing

Chat / Messaging
Collaboration
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Workflow Management

Internal Communications

App Integration
Chat/Messaging
Employee Directory
Newsletter Management
Video Chat
Voice Chat

Patient Portal

Secure Messaging
Video Consultations

Remote Work

Collaboration
Electronic Signature
Live Chat
Remote Access
Remote Support
Screen Sharing
Video Chat
Web Conferencing

Screen Sharing

Desktop / Browser Sharing
Presenter Control Management
Remote Control

Team Communication

Activity / News Feed
Audio Calls
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Task Management
Video Conferencing

Video Conferencing

Electronic Hand Raising
Mobile Access
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Screen Sharing
Two-Way Audio & Video
Video Conferencing

Web Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Video Conferencing

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