SmartVault Overview
SmartVault serves as a versatile document management and client portal solution, catering to businesses seeking secure file storage and sharing capabilities. The platform integrates seamlessly with popular business and accounting applications, enhancing document workflows for professionals. With a user base of over 30,000 accounting and business professionals, SmartVault emphasizes security and accessibility in managing critical documents. A notable feature is its ability to connect entire document workflows, ensuring efficiency and reliability. This client portal software provides a competitive edge by offering robust integration options and a trusted platform for secure document management.
Use Cases
Customers recommend Workflow Management, Digital Signature, Document Sharing, as the business use cases that they have been most satisfied with while using SmartVault.
Business Priorities
Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using SmartVault.
SmartVault Use-Cases and Business Priorities: Customer Satisfaction Data
SmartVault's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and SmartVault support capabilities include Chat Support, 24/7 Support, Email Support, etc. also SmartVault analytics capabilities include Custom Reports, and Analytics.
Reviews
"...The combination of our new Fujitsu ScanScap scanners with SmartVault has made our practice much more efficient, collaborative and effective...." Peer review by Joe Woodard, CEO and Founder, Woodard Consulting Group
SmartVault, Tubular, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, etc., all belong to a category of solutions that help Data Management Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
SmartVault offers online document management and secure file sharing for businesses. Files can be stored, managed, and shared efficiently.
Popular Business Setting
for SmartVault
Top Industries
- Accounting
- Consumer Services
- Telecommunications
Popular in
- Small Business
SmartVault is popular in Accounting, Consumer Services, and Telecommunications and is widely used by Small Business,
Comprehensive Insights on SmartVault Use Cases
How efficiently Does SmartVault manage your Workflow Management?
How efficiently Does SmartVault manage your Digital Signature?
Why is SmartVault the best choice for Content Sharing?
What solutions does SmartVault provide for Collaboration?
11 buyers and buying teams have used Cuspera to assess how well SmartVault solved their Data Management Platform needs. Cuspera uses 689 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Data Management Platform needs.
Case Studies
CASE STUDY RLJ Financial
CASE STUDY The DC Firm
CASE STUDY Boscia & Boscia PC
CASE STUDY O'Connor and Agar, CPA
CASE STUDY Liberty Tax Services
CASE STUDY Tandy Consulting, Inc.
Frequently Asked Questions(FAQ)
for SmartVault
What is SmartVault used for?
What are the top features of SmartVault?
Who uses SmartVault?
What are SmartVault alternatives?
Where is SmartVault located?
Peers used SmartVault for workflow management and digital signature
SmartVault Competitors
SmartVault Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (32) |
| Analytics | Read Reviews (3) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (32) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for SmartVault
Overall Risk Meter
Top Failure Risks for SmartVault
SmartVault Corporation News
SmartVault Partners with nGenx | SmartVault
SmartVault has partnered with nGenx to offer cloud-based document management solutions to nGenx's customers. This collaboration integrates SmartVault's document management with nGenx's application hosting services, enhancing QuickBooks functionality and providing secure, anytime access to data. The partnership aims to facilitate a seamless transition to cloud services for small and medium businesses.
XpandedReports Announces Integration with SmartVault | SmartVault
XpandedReports and SmartVault have integrated their systems to enhance document management efficiency for QuickBooks users. This integration allows users to save reports directly to SmartVault, streamlining document archiving and sharing. The collaboration supports a unified document management platform, offering features like custom branded portals and secure file sharing. The integrated solution will be available in Q4 2011.
Karbon, Ignition & SmartVault Partner to Simplify and Streamline Tax Workflows for Intuit ProConnect Firms | SmartVault
SmartVault, Karbon, and Ignition have formed a strategic partnership to create an integrated ecosystem for Intuit ProConnect users. This collaboration aims to streamline tax workflows by combining practice management, client engagement, and document security. The partnership addresses common challenges in tax and accounting firms, offering seamless integration and enhanced functionality for modern, connected solutions.
SmartVault Becomes First Document Management Platform to Integrate with Intuit ProConnect Tax | SmartVault
SmartVault has integrated its document management system with Intuit ProConnect Tax, enhancing tax prep workflows for accounting firms. This integration automates client creation, document routing, and e-signature processes, improving efficiency and data security. The integration, part of a strategic partnership with Intuit, will be available in early Summer 2025.
SmartVault Corporation Profile
Company Name
SmartVault Corporation
Company Website
//smartvault.comHQ Location
720 North Post Oak Road, Suite 300, Houston, Texas 77024, US
Employees
11-50
Social
Financials
M&A
