SmartVault Reviews & Ratings

SmartVault

4.7 out of 5 stars
Liscio Reviews & Ratings

Liscio

4.5 out of 5 stars

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

Ratings and Reviews 2 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 5 out of 5 stars

Alternatives to Consider

  • Google Workspace Reviews & Ratings
    4.6 out of 5 stars 69,271 Ratings
    Company Website for Google Workspace
  • LogicalDOC Reviews & Ratings
    4.5 out of 5 stars 150 Ratings
    Company Website for LogicalDOC
  • MyHub Intranet Software Reviews & Ratings
    4.6 out of 5 stars 66 Ratings
    Company Website for MyHub Intranet Software
  • Axero Reviews & Ratings
    4.4 out of 5 stars 219 Ratings
    Company Website for Axero
  • pCloud Business Reviews & Ratings
    4.3 out of 5 stars 189 Ratings
    Company Website for pCloud Business
  • Proton Drive Reviews & Ratings
    4.0 out of 5 stars 3,602 Ratings
    Company Website for Proton Drive
  • Air Reviews & Ratings
    4.6 out of 5 stars 849 Ratings
    Company Website for Air
  • iBabs Reviews & Ratings
    4.6 out of 5 stars 79 Ratings
    Company Website for iBabs
  • Paligo Reviews & Ratings
    4.5 out of 5 stars 104 Ratings
    Company Website for Paligo
  • ONLYOFFICE Docs Reviews & Ratings
    4.6 out of 5 stars 715 Ratings
    Company Website for ONLYOFFICE Docs

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 Liscio?

Many businesses find themselves in a frustrating position, waiting for clients to send vital documents, which can lead to wasted time as they sift through various platforms for essential files. Rather than persistently chasing clients for these documents, consider providing them with a convenient and secure mobile application designed for file sharing, which they will likely appreciate. With Client Experience 2.0™, driven by Liscio, accountants and bookkeepers can markedly boost their productivity. Liscio acts as a modern, secure mobile platform that enhances communication with clients and allows for the safe exchange of sensitive information, including important documents and eSignatures, all while on the go. Given that many clients prefer texting, urgent issues can often be lost amidst the clutter of email inboxes. Liscio’s Real-Time Messaging offers a secure and direct link between you and your clients, keeping you informed about all interactions with clear tracking of progress and accountability. Moreover, client-specific tasks come with text alerts and automated reminders for overdue items, ensuring that clients stay organized and updated. This efficient approach not only fosters better communication but also enriches the overall client experience, making your firm quicker and more adept at meeting client demands. By embracing such innovative solutions, you can transform your client interactions and significantly enhance your operational efficiency.

Media

Media

Integrations Supported

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

Integrations Supported

Karbon

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

Pricing not provided
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
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

Liscio

Date Founded

2017

Company Location

United States

Company Website

liscio.me

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

Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Task Management

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
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

Popular Alternatives

LogicalDOC Reviews & Ratings

LogicalDOC

4.5 out of 5 stars

Popular Alternatives

Legitigant Billing Management Reviews & Ratings

Legitigant Billing Management

Vanguard Information Technology
5.0 out of 5 stars
ShareFile Reviews & Ratings

ShareFile

Progress Software
4.6 out of 5 stars
Assembly Reviews & Ratings

Assembly

Assembly.com
ShareFile Reviews & Ratings

ShareFile

Progress Software
4.6 out of 5 stars
Onehub Reviews & Ratings

Onehub

4.9 out of 5 stars