SmartVault
SmartVault is a document management software that helps accounting firms streamline workflows, secure data, and improve collaboration.
What is SmartVault?
SmartVault is a cloud-based document management software that helps businesses handle secure file storage and sharing. It helps teams organize workflows, collaborate with clients, and manage documents efficiently. Key features include automated document collection, eSignature capabilities, and customizable access controls to streamline processes and boost productivity. The platform integrates with tax and accounting software like Lacerte, ProConnect, UltraTax CS, and Drake, enabling seamless workflows and reducing manual tasks. With SOC 2 Type 2 compliance and adherence to IRS regulations, SmartVault ensures the protection of sensitive client data. By combining document management, security, and software integrations, SmartVault serves as a central hub for document organization and secure file sharing.
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FAQ
The official website of SmartVault is https://www.smartvault.com/
SmartVault is a cloud-based document management software that helps businesses handle secure file storage and sharing. It helps teams organize workflows, collaborate with clients, and manage documents efficiently. Key features include automated document collection, eSignature capabilities, and customizable access controls to streamline processes and boost productivity. The platform integrates with tax and accounting software like Lacerte, ProConnect, UltraTax CS, and Drake, enabling seamless workflows and reducing manual tasks. With SOC 2 Type 2 compliance and adherence to IRS regulations, SmartVault ensures the protection of sensitive client data. By combining document management, security, and software integrations, SmartVault serves as a central hub for document organization and secure file sharing.
SmartVault belongs to the Document Management, File Sharing, Legal Document Management, Portal, Workflow Management category.
SmartVault offers features such as Access Controls/Permissions, Collaboration Tools, Data Import/Export, Document Storage, Electronic Signature, File Sharing, Search/Filter, Secure Data Storage, Alerts/Notifications, Drag & Drop, Encryption, Mobile Access, Document Management, For Legal Professionals, Full Text Search, Client Portal, Content Management, Customizable Branding, Data Security, Business Process Automation, Task Management, Third-Party Integrations, Workflow Configuration.
No, SmartVault does not offer a free trial.
Pricing
Starting at:
USD 70/per month
Free Trial Available
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