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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 SpringAhead
FileThis
Hubdoc
Lacerte
Method:CRM
Microsoft Outlook
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxWise
UltraTax CS
Xero

Integrations Supported

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
FileThis
Hubdoc
Lacerte
Method:CRM
Microsoft Outlook
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxWise
UltraTax CS
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$311.40 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

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

PortalsXpress

Date Founded

2011

Company Location

United States

Company Website

www.portalsxpress.com

Categories and Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
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

Portal

Chat
Collaboration
Content Management
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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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