Ratings and Reviews 74 Ratings

Total
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Ratings and Reviews 14 Ratings

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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 Ideagen Huddle?

Ideagen Huddle is a cloud-based solution that offers a secure and innovative workspace for your team, partners, and outside collaborators. Organizations operating in heavily regulated sectors can assess work, share sensitive data securely, and collaborate effectively, ensuring complete control over documents and consistently achieving project objectives within deadlines and budgets. With Ideagen Huddle, the process of collaborating and co-editing documents becomes simpler, allowing for efficient version control, client engagement, and team task management. The integrated approval workflow guarantees that you will never overlook a deadline again, while the complimentary mobile app ensures you remain connected, even while traveling. Key advantages include: • Top-tier security – Safeguard your sensitive information confidently, minimizing the risk of data loss or theft. • Personalized client portals – Centralize all documents and communications, making them easily accessible. • Regulated teamwork – Maintain version control, enable real-time co-editing, and facilitate comments and revisions. • Smooth external collaboration – Streamline interactions with all stakeholders, reducing friction in the process. As Ideagen Huddle is cloud-based, it integrates seamlessly with your current IT setup, enhancing operational efficiency without disruption. This innovative approach not only supports collaboration but also fosters a culture of continuous improvement within your organization.

Media

Media

Integrations Supported

Microsoft Outlook
Salesforce
CCH Axcess Tax
Docusign
Drake Tax
Hubdoc
Ledgersync
QuickBooks Online
Rightworks
SKYLINE
TaxWise
UltraTax CS

Integrations Supported

Microsoft Outlook
Salesforce
Bitium
Desktop.com
Enormail
Google Workspace
Ivanti Neurons for MDM
Stackreaction
Teamstack
Wazoku

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$11.00/month/user
Starting at $10 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/document-collaboration/huddle

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

Audit

Compliance Management
Exceptions Management
Issue Management
Risk Assessment
Workflow Management

Board Management

Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Role-Based Permissions

Collaboration

Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Not specified

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Version Control
Workflow Management

Corporate Governance

Not specified

Customer Engagement

Communication Management
Community Management
Content Syndication
Feedback Collection

Document Management

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

File Sharing

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

Proposal Management

Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control

Virtual Data Room

Audit Trail
Collaboration
Data Protection
Data Storage Management
Project Management
Role-Based Permissions
Secure Preview

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