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About

Work remotely and collaborate with your team and clients. Create your firm’s own private workspace in minutes. Bring all the tools you need to one location and enhance your productivity while working remotely. EverLeagues seamlessly connects your company’s internal and external users to collaborate on day-to-day tasks in a secure platform, resulting in better service, saved time, and lowered costs. Collaborate through multiple channels, groups, and teams among employees, clients, and other contacts. Communicate with secure messaging, video conference, and file sharing. Everleagues provides security to all your files and messages without compromising productivity. Organize and manage your business or organization with a role and tier based organizational system. With Everleagues you can easily assign team members to specific organizations if you have different locations or departments. You can also assign specific clients to certain professionals or team members.

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 of all sizes

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

$5.00 per user per month
unlimited free guest users; volume discounts and unlimited plan available
Free Version
Free Trial

Pricing

$20.00/month/user
https://www.smartvault.com/pricing/
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Everleagues
United States
everleagues.com

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

Alternatives

Slack

Slack

Salesforce
ShareFile

ShareFile

Progress Software
Microsoft Teams

Microsoft Teams

Microsoft
Zoom

Zoom

Zoom Communications
AWS Wickr

AWS Wickr

Amazon

Categories

Categories

Content Collaboration Features

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 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

Collaboration Features

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

Employee Communication Tools Features

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Internal Communications Features

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Patient Portal Features

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Screen Sharing Features

Annotations / Drawing Tools
Desktop / Browser Sharing
Mobile Screen Sharing
Presenter Control Management
Remote Control
Screen Capture
Screen Mirroring
Screen Recording

Team Communication Features

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Video Conferencing Features

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Web Conferencing Features

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

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

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

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

Integrations

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