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About

One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.

About

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses seeking a tool to manage client communication, embed data in secure client portals, and share files

Audience

Accounting, Tax, Bookkeeping, Business, SME

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$30 per month
Free Version
Free Trial

Pricing

$20.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.3 / 5
support 4.4 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ahsuite
United States
ahsuite.com

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

Alternatives

ShareFile

ShareFile

Progress Software
Noodle

Noodle

Vialect

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Management Features

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 Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

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

Integrations

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