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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.

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.

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

Accounting, Tax, Bookkeeping, Business, SME

Audience

Client Portal for Small Agencies and Freelancers

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

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

Pricing

$9 per month
Billed monthly or annually
Free Version
Free Trial

Reviews/Ratings

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

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

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

SmartVault
Founded: 2008
United States
smartvault.com/

Company Information

SuperOkay
United Kingdom
superokay.com

Alternatives

Alternatives

ShareFile

ShareFile

Progress Software
Socket

Socket

Socket Digital Limited
Lancelot

Lancelot

MarketBranch

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

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

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Integrations

Airtable
Canva
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Figma
Google Drive
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
QuickBooks Online
SKYLINE
Salesforce
TaxCalc
Xero

Integrations

Airtable
Canva
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Figma
Google Drive
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
QuickBooks Online
SKYLINE
Salesforce
TaxCalc
Xero
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