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

Platforms Supported

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

Audience

Accounting, Tax, Bookkeeping, Business, SME

Audience

Legal businesses searching for a document and email management platform

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support 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

No information available.
Free Version Not 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:

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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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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
Media Shuttle

Media Shuttle

Signiant

Categories

File Sharing Supported
Portal Supported

Categories

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 Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management 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

Integrations

Acctivate Inventory Software Supported
Bundledocs Not Supported
CCH Axcess Tax Supported
Drake Tax Supported
Emburse SpringAhead Supported
Emburse Tallie Supported
FileThis Supported
Foxit PDF Editor Not Supported
Hubdoc Supported
Intuit ProSeries Tax Supported
Lacerte Supported
Ledgersync Supported
LexWorkplace Not Supported
Microsoft Outlook Supported
Rightworks Supported
TaxCalc Supported
TaxWise Supported
UltraTax CS Supported
Uptime Legal Not Supported

Integrations

Acctivate Inventory Software Not Supported
Bundledocs Supported
CCH Axcess Tax Not Supported
Drake Tax Not Supported
Emburse SpringAhead Not Supported
Emburse Tallie Not Supported
FileThis Not Supported
Foxit PDF Editor Supported
Hubdoc Not Supported
Intuit ProSeries Tax Not Supported
Lacerte Not Supported
Ledgersync Not Supported
LexWorkplace Supported
Microsoft Outlook Not Supported
Rightworks Not Supported
TaxCalc Not Supported
TaxWise Not Supported
UltraTax CS Not Supported
Uptime Legal Supported
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Claim SmartVault and update features and information
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