About Company

SmartVault is the best way to store and share sensitive documents online. With the convenient platform, businesses can store all documents online, securely share files with anyone, send and receive eSignatures instantly, automate their document workflow, and many more. Give your clients a secure, easy, and professional way to collaborate with you in the cloud. Send documents for signatures, approvals, and payment, and route them back to SmartVault automatically.

Pricing of SmartVault

Starter

USD 28

/User/Month

USD 20

/User/Month

  • Unlimited Storage
  • Unlimited External Collaborators
  • Secure Client Portal
  • Custom Branding
  • Digital Signature
  • Mapped Drive
  • Connected Desktop
  • Advanced Security & Compliance
  • Unlimited Storage
  • Unlimited External Collaborators
  • Secure Client Portal
  • Custom Branding
  • Digital Signature
  • Mapped Drive
  • Connected Desktop
  • Advanced Security & Compliance

Business Pro

USD 56

/User/Month

USD 40

/User/Month

  • Includes features of Standard plan
  • plus
  • Document Request List
  • Customized Folder Templates
  • Assign Employee to Clients
  • Archive Clients
  • Email Templates
  • Includes features of Standard plan
  • plus
  • Document Request List
  • Customized Folder Templates
  • Assign Employee to Clients
  • Archive Clients
  • Email Templates

Accounting Pro

USD 56

/User/Month

USD 40

/User/Month

  • Includes features of Standard plan
  • plus
  • Document Request List
  • Customized Folder Templates
  • Assign Employee to Clients
  • Archive Clients
  • Email Templates
  • Tax Season Licenses
  • Includes features of Standard plan
  • plus
  • Document Request List
  • Customized Folder Templates
  • Assign Employee to Clients
  • Archive Clients
  • Email Templates
  • Tax Season Licenses

Enterprise

USD 0

USD 0

  • Includes features of Accounting Pro plan
  • Includes features of Accounting Pro plan

Key Features of SmartVault

Specification

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses SmartVault

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: SmartVault
  • Headquarter: Houston, Texas United States
  • Website: Visit Website
  • Social Media:

Description

SmartVault Video

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SmartVault Screenshots

User Reviews Review Write a Review

quote
Core tool in my virtual bookkeeping business

I've been using SmartVault as my core document management system in my virtual bookkeeping business since 2009 and it has been as important as the accounting software I use with my clients. I love how secure and simple it is to use, and my clients love it too. I've not seen another DMS that has the same functionality and convenience, even those used by large accounting firms. Still the best in my opinion.

GF
- Gabrielle Fontaine
Reviewed at 13/10/2020
Source: trustpilot.com

FAQ's

SmartVault has 4 plans,

  • Starter USD 28 /User/Month
  • Business Pro USD 56 /User/Month
  • Accounting Pro USD 56 /User/Month
  • Enterprise USD 0

SmartVault provides Online (Ticket) support.

SmartVault is not allowing Free Trial.