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Ratings and Reviews 74 Ratings

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What is fileplan?

In the realm of business, daily operations are intricately tied to the management of documents and emails to ensure smooth functioning. Fileplan builds trust in your organization by providing a structured system for filing, along with strong document management and collaboration features. Teams that are always on the move need quick access to important files, enabling them to find what they require without the frustration of navigating through duplicates or figuring out which version is the latest. With Fileplan, your team benefits from the convenience of remote access, allowing for productive collaboration from any location while keeping a close watch on project-related documents. Certain essential documents, like those detailing your company's contractual obligations or ISO-certified processes, require careful oversight and management over time. Fileplan expertly manages the complete lifecycle of each essential document, ensuring that the security and integrity of your emails and files remain a top priority. This all-encompassing strategy not only enhances operational effectiveness but also cultivates a sense of responsibility and transparency within the organization. As a result, employees are empowered to work more efficiently and confidently.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Radix Software

Date Founded

2010

Company Location

Australia

Company Website

www.fileplan.com

Company Facts

Organization Name

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
Email Management
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

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

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