MyDocSafeDocSafe
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Related Products
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About
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a document workflow and e-sign software solution
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Audience
Accounting, Tax, Bookkeeping, Business, SME
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$8 per month
Free Version
Free Trial
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Pricing
$20.00/month/user
https://www.smartvault.com/pricing/
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocSafe
Founded: 2013
United Kingdom
mydocsafe.com
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Company InformationSmartVault
Founded: 2008
United States
smartvault.com/
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Onboarding Features
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management
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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
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Integrations
Microsoft Outlook
Xero
ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Dropbox
FileThis
Intuit ProSeries Tax
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Integrations
Microsoft Outlook
Xero
ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Dropbox
FileThis
Intuit ProSeries Tax
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