fileplanRadix Software
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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
In business you rely on documents and email to get your job done every day. fileplan gives your business the confidence of consistent, planned filing combined with document control and collaboration. Busy team needs to be able to find the documents they need quickly, without sorting through unnecessary duplicates or working out which is the latest version. fileplan supports the remote access your team needs to collaborate effectively wherever they are, without losing control of project documents. Some documents are long-lived and must be carefully controlled, particularly when they document your company's contractual obligations, or ISO certified policies and procedures. fileplan manages the lifecycle of every controlled document. Nothing is more important than the security and integrity of your documents and email.
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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
Content Collaboration tool for companies
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
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
$40 per month
Free Version
Not Supported
Free Trial
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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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 InformationRadix Software
Founded: 2010
Australia
www.fileplan.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
Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Not 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
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
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 Tallie
Supported
FileThis
Supported
Hubdoc
Supported
Lacerte
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 Tallie
Not Supported
FileThis
Not Supported
Hubdoc
Not Supported
Lacerte
Not Supported
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