Worldox

Worldox

World Software
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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

Worldox is a comprehensive document management platform with cloud and on-premises solutions for the legal market. Worldox is the easiest, fastest way to give your people the information they need, when they need it, wherever they are. Our latest product reflects everything we have learned in delivering state-of-the-art document management solutions since 1988. Worldox Professional will enhance your ability to organize, control and access your data. Enterprise is not a limited-feature, web-based tool. It’s the familiar, easy-to use Worldox. Virtually identical to Worldox Professional, our classic desktop product, means there is no learning curve and no retraining needed. All the features that make Worldox such a popular, cost-effective document management solution are here. Worldox Cloud has a powerful feature set and a remarkably easy-to-use interface. It offers those same tools available in Worldox Professional in a cloud deployment.

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

Legal businesses searching for a document and email management platform

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

No information available.
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:

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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

World Software
Founded: 1988
United States
www.worldox.com

Alternatives

Alternatives

Docsvault

Docsvault

Easy Data Access
ShareFile

ShareFile

Progress Software
DocuXplorer

DocuXplorer

Archive Power Systems, Inc.
EasyFile CMS

EasyFile CMS

Information to Imaging Technologies

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

Integrations

Acctivate Inventory Software
BigHand Metadata Management
CCH Axcess Tax
DocStyle
Emburse SpringAhead
Emburse Tallie
FileThis
Foxit PDF Editor
Intuit ProSeries Tax
Lacerte
Microsoft Outlook
Orion
SKYLINE
Salesforce
Tabs3
TaxCalc
UltraTax CS
Xero

Integrations

Acctivate Inventory Software
BigHand Metadata Management
CCH Axcess Tax
DocStyle
Emburse SpringAhead
Emburse Tallie
FileThis
Foxit PDF Editor
Intuit ProSeries Tax
Lacerte
Microsoft Outlook
Orion
SKYLINE
Salesforce
Tabs3
TaxCalc
UltraTax CS
Xero
Claim SmartVault and update features and information
Claim SmartVault and update features and information
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Claim Worldox and update features and information