SmartVault Reviews & Ratings

SmartVault

4.7 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 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 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 PortalsXpress?

PortalsXpress provides a reliable solution for securely sharing documents with clients and field offices. Clients can easily access and edit documents in a custom-branded portal designed specifically for your company. With our direct-to-portal PDF printer driver, distributing documents is a breeze; you just print from any application, choose the intended client, and the document becomes available instantly. Our Padlocks offer a practical and intuitive method for maintaining document security. These Padlocks can effectively protect sensitive files that are meant exclusively for your accounting team and CEO. Have you ever found it difficult to track down a specific document? Now, imagine dealing with that challenge on a much larger organizational scale. Our Secure Document Search Engine provides extensive search capabilities across your entire portal, ensuring that documents remain inaccessible unless you have the necessary permissions. By combining Padlocks with secure document search functions, we ensure that sensitive data is shielded while remaining available to those who are authorized. This integrated approach not only bolsters document management but also significantly enhances overall security practices within your organization, allowing for confidence in handling confidential information.

Media

Media

Integrations Supported

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
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

$311.40 per year
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
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

Company Facts

Organization Name

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

Company Facts

Organization Name

PortalsXpress

Date Founded

2011

Company Location

United States

Company Website

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

PDF Printers

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

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