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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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Accounting, Tax, Bookkeeping, Business, SME

Audience

Client Portal for Small Agencies and Freelancers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20.00/month/user
https://www.smartvault.com/pricing/
Free Version Not Supported
Free Trial Supported

Pricing

$9 per month
Billed monthly or annually
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/

Company Information

SuperOkay
United Kingdom
superokay.com

Alternatives

Alternatives

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Assembly

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Socket

Socket

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Lancelot

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MarketBranch

Categories

File Sharing Supported
Portal Supported

Categories

Dashboard Supported
File Sharing Supported

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

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

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
Lacerte Supported
Ledgersync Supported
Method:CRM Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Rightworks Supported
SKYLINE Supported
TaxCalc Supported
TaxWise Supported
UltraTax CS Supported

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
Lacerte Not Supported
Ledgersync Not Supported
Method:CRM Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
Rightworks Not Supported
SKYLINE Not Supported
TaxCalc Not Supported
TaxWise Not Supported
UltraTax CS Not Supported
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