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
Other Categories:
Deployment:
Cloud Hosted
Customer Support:
Online (Ticket)
Customization:
No
Languages Support:
English
Who uses SmartVault
SMEs
Enterprises
Company Details
- Company Name: SmartVault
- Headquarter: Houston, Texas United States
- Website: Visit Website
- Social Media:
Description
SmartVault Video
Alternative
SmartVault Screenshots
User Reviews Write a Review
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
FAQ's
Q. How much does SmartVault cost?
SmartVault has 4 plans,
- Starter USD 28 /User/Month
- Business Pro USD 56 /User/Month
- Accounting Pro USD 56 /User/Month
- Enterprise USD 0
Q. What type of support does SmartVault provide?
SmartVault provides Online (Ticket) support.
Q. Does SmartVault offer a free trial?
SmartVault is not allowing Free Trial.