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SmartVault Reviews

& Product Details

What is SmartVault?

SmartVault is an online document management and secure file sharing software designed to optimize how businesses, their staff, and clients gather, store, share, and eSign documents in the cloud. It aims to streamline workflows, facilitate easier collaboration with clients, and reduce costs through an integrated document management and client portal solution. Built with bank-level security, SmartVault offers a cloud-based document management system and client portal tailored for professional service businesses. It helps reduce costs, increase productivity and employee happiness, ensure compliance, and deliver higher levels of service.

SmartVault’s features include cloud-based document storage, secure file sharing, a branded client portal, easy-to-use online document storage for a range of professional services businesses, and the ability to simplify document eSigning. It also offers streamlined collaboration and seamless integration with important business apps, enhancing efficiency by automating key workflows and eliminating security vulnerabilities associated with consumer-grade cloud apps.

Found in these Categories

Best For

Online Document Management & Secure File Sharing Software
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website


Starting from:

$25 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has four plans, Standard for 25 USD, Accounting Pro for 45 USD, Accounting Unlimited for 65 USD, and Business Pro for 50 USD.

  • Content Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Drag & Drop
  • File Management
  • File Sharing
  • Secure Data Storage
  • Version Control

Additional Features

  • Document Check-In/Out
  • Search/Filter
  • Compliance Tracking
  • Optical Character Recognition
  • Customizable Templates
  • Collaboration Tools
  • Customizable Branding
  • Full Text Search
  • File Transfer
  • Approval Process Control
  • For Legal Professionals
  • Third Party Integrations
  • Document Storage
  • Task Management
  • Audit Trail
  • Alerts/Notifications
  • Workflow Configuration
  • Customizable Forms
  • Forms Management
  • Access Controls/Permissions
  • Progress Tracking
  • Business Process Automation
  • Contract/License Management
  • Compliance Management
  • API
  • Client Portal
  • Mobile Access
  • Archiving & Retention
  • Template Management
  • Encryption
  • Real Time Notifications
  • Self Service Portal
  • Workflow Management
  • Two-Factor Authentication
  • Electronic Signature
  • Email Management
  • Document Management
  • Customizable Dashboard
  • Role-Based Permissions
  • Authentication
  • Data Security

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