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About

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

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

Commercial and government organizations

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

$11.00/month/user
Starting at $10 per user per month
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.8 / 5
support 4.8 / 5

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

  • File organization was intuitive. API integration within Salesforce. Notes and activities are transparent. Drag and drop uploading of files.
  • We apply a very high-performance self-management document process to encourage stewardship and preservation of resources. I like Huddle because I can edit, archive, share and disseminate files as needed. I like it very much; it is a more efficient software in the whole document network development.
  • I love that Huddle is intuitive and easy to use; it provides an environment where I can work on individual tasks or with my team very quickly and effectively. It has features and resources that promote internal and external collaboration; it helps us sync our tasks and projects.
  • Makes previous versions of your files available. Usability is excellent, and there are no support or interface error problems. Manages email documents very well; no room for inbox clutter. It works perfectly, and I have no issues whatsoever.
  • Huddle works great for collaboration for teams. It is secure and seems to work efficiently as well. I would recommend it.

Cons

  • The UI is a ‘busy’ and I can see that being overwhelming for a new user.
  • The price of Huddle is the only problem; it is not suitable for small companies because of its high cost.
  • So far, I haven't had any dislikes using this tool; I love how much it supports our task, project, and file management. It is excellent for organizing assignments and keeping work teams productive within the same platform. Its functions and proper operation make everything easier for teams to ensure success in their work.
  • It is outstanding and works well for competitive performance. It works very well with operating systems.
  • No cons to Huddle that I can see. Seems to work fine.

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

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/document-collaboration/huddle

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

Kahootz

Kahootz

INOVEM Ltd (trading as Kahootz)

Alternatives

SynaMan

SynaMan

Synametrics Technologies
ShareFile

ShareFile

Progress Software

Categories

Categories

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

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Collaboration Features

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

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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

Microsoft Outlook
Salesforce
Acctivate Inventory Software
Bitium
CCH Axcess Tax
Desktop.com
Drake Tax
Emburse SpringAhead
Enormail
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft 365
QuickBooks Online
TaxCalc
Tray.ai
Wazoku

Integrations

Microsoft Outlook
Salesforce
Acctivate Inventory Software
Bitium
CCH Axcess Tax
Desktop.com
Drake Tax
Emburse SpringAhead
Enormail
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft 365
QuickBooks Online
TaxCalc
Tray.ai
Wazoku
Claim Ideagen Huddle and update features and information
Claim Ideagen Huddle and update features and information
Claim SmartVault and update features and information
Claim SmartVault and update features and information