fileplan

fileplan

Radix Software
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+

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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

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.

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

Content Collaboration tool for companies

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
Free Version
Free Trial

Pricing

$40 per month
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

Radix Software
Founded: 2010
Australia
www.fileplan.com

Alternatives

Alternatives

ShareFile

ShareFile

Progress Software
Wrapsody

Wrapsody

Fasoo
Docuvity

Docuvity

Docuvity India Services

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
Docusign
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
UltraTax CS
Xero

Integrations

Acctivate Inventory Software
Docusign
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
UltraTax CS
Xero
Claim SmartVault and update features and information
Claim SmartVault and update features and information
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Claim fileplan and update features and information