SmartVault
With over three million users, this secure file sharing software revolutionizes document collaboration. It offers tailored solutions for the accounting industry, enabling... With over three million users, this secure file sharing software revolutionizes document collaboration. It offers tailored solutions for the accounting industry, enabling seamless workflows, client engagement through eSignatures, and secure document uploads. Boasting bank-grade encryption and 24/7 access, it transforms how teams manage and share documents, ensuring efficiency and compliance.
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SmartVault Review and Overview
SmartVault, established in 2008, continues to expand its services from being just documentation storage to a comprehensive platform for sharing and management of files. The software allows seamless integration with multiple accounting and business apps to deliver a more efficient and productive workflow. SmartVault intends to let businesses focus on the innovation and commercial aspects, while the software handles organizational features and document flows.
Key Features
SmartVault comes loaded with a wide array of features addressing the business challenges to boost productivity, security & compliance, and accounting & tax. The software's primary function is to offer a centralized and standardized smart-storage of documents. A branded client portal provides a professional, easy, and secure way of collaborating with clients on a cloud platform. Moreover, cloud-based storage renders the convenience of instant file sharing without compromising with the security. Several productivity tools include eSignature, PDF printer, scanner integration, email alerts, and automatic file lock.
Smart Integrations
SmartVault Integration Center is a one-place platform for organizing all integrations together, thereby providing a streamlined business workflow. The app integrations are customizable to ensure that users receive apps that speed up the workflow as well as streamlines operation. Some of the most popular combinations remain TaxCalc, QuickBooks, Lacerte. Besides accounting, tax, and tax prep applications, SmartVault also provides options to integrate CRM and hosting providers.
Approach to Security
SmartVault prioritizes the security of sensitive documents in businesses. The software is native in origin and ensures maximum protection of digital assets. With over fifty years of experience under the sleeve, SmartVault is an expert in matters of compliance and privacy. Their disciplined approach to secure your documents is on par with technological advancements in the field of security. SSL encryption ensures that documents stay safe during transmit as well as at rest. Integrations with CyrusOne and AWS further fortifies SmartVault's security.
Company Information
- Company: SmartVault
- Country: United States
Top SmartVault Features
- Secure file sharing
- Centralized document workflows
- 24/7 self-serve access
- Custom-branded client portal
- eSignature integration
- Custom folder templates
- Templated engagement letters
- Document routing automation
- Mobile document uploads
- Bank-grade encryption
- Custom access controls
- Audit trail capabilities
- Team synchronization across apps
- Streamlined document collaboration
- Reduced compliance concerns
- Optimized document gathering
- Client-friendly form fills
- Easy document storage
- Cost reduction strategies
- Integrated workflow solutions
