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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 Portal?

Presenting an innovative client portal crafted for progressive businesses. Clients can conveniently access the portal via your website to upload files, sign contracts, process payments, engage in messaging, and much more. This comprehensive application includes all the essential tools for running a virtual business, such as billing management, file sharing, e-signatures, messaging capabilities, client intake forms, and an extensive knowledge base. The adaptable portal allows you to customize the visibility of content for your clients. You can opt to host the portal on your own domain, making sure that every aspect is in harmony with your brand image. Whether you decide to integrate it with your current marketing site or use our website builder to design a dedicated page for your services, the options are vast. Enhance your client portal further by adding secure file-sharing and eSignature functionalities, effectively superseding services like Google Drive, Dropbox, ShareFile, and DocuSign. Moreover, by including the billing module, you can deliver a branded payment experience to your clients, replacing tools such as Bill.com and FreshBooks. Streamlining the client intake process becomes a breeze with the intake forms module, allowing you to eliminate the need for platforms like Formstack and Microsoft Forms, thus improving overall efficiency and coherence. This portal not only transforms your interactions with clients but also guarantees a smooth and professional experience at every point of contact, making it an indispensable asset for modern businesses. Ultimately, adopting this portal could lead to significant improvements in client satisfaction and operational effectiveness.

Media

Media

Integrations Supported

ATX
Acctivate Inventory Software
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Method:CRM
Microsoft Outlook
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
UltraTax CS

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$69 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / 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

Portal

Company Location

United States

Company Website

www.joinportal.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

Billing and Invoicing

Not specified

Digital Signature

Not specified

eCommerce Analytics

Not specified

eCommerce Tools

Not specified

File Sharing

Not specified

Forms Automation

Not specified

Knowledge Management

Not specified

Live Chat

Not specified

Portal

Not specified

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