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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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 ICFiles?

Protected File Exchange, Encrypted File Transmission, CPA Protected File Exchange, CPA File Transmission. One Million Dollar Data Breach Guarantee.

Media

Media

Integrations Supported

Microsoft Outlook
Acctivate Inventory Software
CCH Axcess Tax
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
QuickBooks Online
Rightworks
TaxCalc
TaxWise
UltraTax CS
Xero

Integrations Supported

Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$1.00/month
https://www.icfiles.net/pricing/
Free Version
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

Service2Client

Date Founded

1998

Company Location

United States

Company Website

www.service2client.com/cpa-secure-file-transfer

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

File Sharing

Audit Trail
Chat / Messaging
Document Management
Drag & Drop
Electronic Signature
Encryption
Search
User Management
Workflow Management

Secure File Transfer

Not specified

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