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.

Other use cases:

  • Content Sharing
  • Collaboration
  • Engaging And Following Up
  • Advertisement
  • Groups Management
  • Sending & Publishing Communications
  • Training & Onboarding
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Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using SmartVault.

Other priorities:

  • Enhance Customer Relationships
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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

"...I feel confident that SmartVault will continue to be an ideal partner, keeping us in compliance with SEC/FINRA document storage and security regulations while also helping us build a more collaborative work environment...." Peer review by Sadie Millard, Academy Securities, Academy Securities

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 does SmartVault address your Workflow Management Challenges?

How can SmartVault optimize your Digital Signature Workflow?

How does SmartVault facilitate Content Sharing?

What Are the key features of SmartVault for Collaboration?

12+ more Business Use Cases

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

Financial Services

CASE STUDY Carey Pensions

Carey Pensions improved document management and client engagement using SmartVault, resulting in enhanced workflow efficiency and secure, remote access to documents.

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Professional Training & Coaching

CASE STUDY Tandy Consulting, Inc.

Tandy Consulting saved $60K using SmartVault's secure document management and automated workflows.

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Accounting

CASE STUDY RLJ Financial

SmartVault and Liscio integration helped RLJ Financial save time and improve client service. The firm used Liscio as a client portal and SmartVault for document management. The integration let them s...hare documents securely and quickly. RLJ Financial saved dozens of hours and reduced errors in document handling. Security features gave them peace of mind about client data.

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Accounting

CASE STUDY Boscia & Boscia PC

SmartVault helped Boscia & Boscia PC double its client base. The firm struggled with slow, manual document collection and sharing. SmartVault improved efficiency, security, and client service. The ac...counting practice became more profitable and less time-consuming. The firm now works less while making more money. Client retention also improved.

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Accounting

CASE STUDY Liberty Tax Services

SmartVault helped Liberty Tax Services, a fast-growing tax preparation firm, manage nearly 1,000 clients and over 700 tax returns each year. The team struggled with Microsoft-based tools that lacked ...tax-specific features. They needed a better way to organize documents and communicate with clients. By switching to SmartVault's Accounting Unlimited plan, they consolidated document management, client portal, and proposal generation into one platform. This move streamlined their workflow and improved client responsiveness.

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Accounting

CASE STUDY The DC Firm

SmartVault helped The DC Firm move to a digital office. The firm had problems with their old client portal, including manual workflows and security flaws. SmartVault provided a reliable document mana...gement and client portal platform. The DC Firm now works more efficiently and securely. They improved client services and cut costs by using SmartVault.

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Frequently Asked Questions(FAQ)

for SmartVault

What is SmartVault used for?

SmartVault is a Data Management Platform Software mainly used by its customers to Acquire Customers and Scale Best Practices by Workflow Management, Digital Signature and Document Sharing .

What are the top features of SmartVault?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of SmartVault.

Who uses SmartVault?

SmartVault is used by Accounting, Consumer Services and Telecommunications among other industries.

What are SmartVault alternatives?

Tubular, Intelligencebank DAM, Responsive (Formerly RFPIO) and Hyland Governance are popular alternatives for SmartVault.

Where is SmartVault located?

SmartVault is headquartered at 720 North Post Oak Road, Suite 300, Houston, Texas 77024, US.
lightning

Peers used SmartVault for workflow management and digital signature

SmartVault Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.49/5 ★

Read Reviews (32)
Analytics

3.49/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.49/5 ★

Read Reviews (32)
Analytics

3.49/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for SmartVault

Overall Risk Meter

Low Medium High

Top Failure Risks for SmartVault

SmartVault Corporation Profile

Company Name

SmartVault Corporation

Company Website

//smartvault.com

HQ Location

720 North Post Oak Road, Suite 300, Houston, Texas 77024, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

M&A