Related Products
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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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About
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Accounting, Tax, Bookkeeping, Business, SME
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Audience
Client Portal for Small Agencies and Freelancers
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20.00/month/user
https://www.smartvault.com/pricing/
Free Version
Not Supported
Free Trial
Supported
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Pricing
$9 per month
Billed monthly or annually
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSmartVault
Founded: 2008
United States
smartvault.com/
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Company InformationSuperOkay
United Kingdom
superokay.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Not Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Supported
Document Conversion
Not Supported
Document Delivery
Supported
Document Indexing
Not Supported
Document Retention
Not Supported
Electronic Signature
Not Supported
Email Management
Not Supported
File Recovery
Not Supported
File Type Conversion
Not Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Not Supported
File Sharing Features
Audit Trail
Not Supported
Chat / Messaging
Not Supported
Collaboration
Supported
Document Management
Supported
Drag & Drop
Not Supported
Electronic Signature
Not Supported
Encryption
Not Supported
File Synchronization
Not Supported
Search
Not Supported
User Management
Supported
Version Control
Not Supported
Workflow Management
Not Supported
Dashboard Features
Annotations
Not Supported
Data Source Integrations
Not Supported
Functions / Calculations
Not Supported
Interactive
Not Supported
KPIs
Not Supported
OLAP
Not Supported
Private Dashboards
Supported
Public Dashboards
Supported
Scorecards
Not Supported
Themes
Not Supported
Visual Analytics
Not Supported
Widgets
Not Supported
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Integrations
ATX
Supported
Acctivate Inventory Software
Supported
CCH Axcess Tax
Supported
Docusign
Supported
Drake Tax
Supported
Emburse Nexonia
Supported
Emburse SpringAhead
Supported
Figma
Not Supported
FileThis
Supported
Hubdoc
Supported
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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
Figma
Supported
FileThis
Not Supported
Hubdoc
Not Supported
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