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About

Make compelling product decisions and dominate your competition, for free. Zerabase unifies product objectives, roadmaps, assets, analytics & customer interactions. Everything organized in one place, for better visibility and outcomes. Productify everything, from your marketing website to the products & services you provide to customers. If it impacts the bottom line, then it deserves a home of its own. Rally the troops around what matters most right now. Assign objectives to metrics, feedback and content, set the gold standard and guide everyone towards the mission. See scheduled and upcoming work for each part of your product. Ensure all work being performed is aligned with product objectives. No need for separate, expensive app tracking, Zerabase has everything you need to collect the metrics that matter. Publicise key metrics, link them and let everyone appreciate the Why.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Professional seeking a solution to make compelling product decisions and dominate your competition, for free

Audience

Accounting, Tax, Bookkeeping, Business, SME

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

$20.00/month/user
https://www.smartvault.com/pricing/
Free Version Not Supported
Free Trial Supported

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:

Review this Software

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • Secure database, short upload times, good search features to find past uploaded documents, easy to use once certain functions are enabled, download notifications to see who has received the items requested/uploaded.
  • From file storage to file sharing SmartVault provides a secured and seamless platform for business. I liked its collaboration features. It's easy to transfer files around anywhere. The interface is also easy to understand.
  • It provides cloud storage of documents so we can access them from anywhere. It saves the file in encrypted for for absolute security. Features like eSign, version control and scan integration helps a lot.
  • The product is good, not too complicated, and not expensive especially compared to some of the bigger names.
  • It's an easy product to learn. And even easier to walk a client through how to set up their access. All I have to do is send and email, then the client takes a few steps to set up their log in information, and with a few clicks they are ready to send and receive sensitive information through a secure portal!

Cons

  • Difficult to navigate between folders in an account from an non-administrative end, upload process can be confusing when trying to upload to specific folders, pinning folders to Home Screen is not intuitive and using pinned folders is confusing because the "Add" button does not mean upload but means add another pinned folder.
  • There's no downside I experienced on this platform.
  • The app user interface is very simple which makes it easy to use and understand. The app has no cons.
  • I wish there was an app for clients to use on their phone.
  • Nothing that I dislike enough to mention. Sometimes the search bar takes a few seconds to catch up, but that could also be my computer with several other large programs running.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Documize
United Kingdom
documize.com

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

Alternatives

Enterprise File Fabric

Enterprise File Fabric

Storage Made Easy
ShareFile

ShareFile

Progress Software
Assembly

Assembly

Assembly.com
Craft

Craft

Craft Docs

Categories

Categories

File Sharing Supported
Portal Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Not Supported
Collaboration Not Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Not Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Portal Features

Chat Not Supported
Collaboration Not Supported
Content Management Not Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

ATX Not Supported
Acctivate Inventory Software Not Supported
CCH Axcess Tax Not Supported
Docusign Not Supported
Drake Tax Not Supported
Emburse Nexonia Not Supported
Emburse SpringAhead Not Supported
Emburse Tallie Not Supported
Hubdoc Not Supported
Ledgersync Not Supported
Method:CRM Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
Rightworks Not Supported
SKYLINE Not Supported
Salesforce Not Supported
TaxCalc Not Supported
TaxWise Not Supported
Xero Not Supported

Integrations

ATX Supported
Acctivate Inventory Software Supported
CCH Axcess Tax Supported
Docusign Supported
Drake Tax Supported
Emburse Nexonia Supported
Emburse SpringAhead Supported
Emburse Tallie Supported
Hubdoc Supported
Ledgersync Supported
Method:CRM Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Rightworks Supported
SKYLINE Supported
Salesforce Supported
TaxCalc Supported
TaxWise Supported
Xero Supported
Claim Documize and update features and information
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Claim SmartVault and update features and information