Top SmartVault Alternatives

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.