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
See all use cases See less use cases

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
See all business priorities See less business priorities

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, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, IntelligenceBank, 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,

SmartVault Customer wins, Customer success stories, Case studies

How can SmartVault optimize your Workflow Management Workflow?

What benefits does SmartVault offer for Digital Signature?

How can SmartVault optimize your Content Sharing Workflow?

How can SmartVault enhance your Collaboration process?

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.

Tandy Consulting, Inc. - Accounting

SmartVault helped Tandy Consulting, Inc., a tax and accounting firm, fix slow and inconsistent workflows. The firm used to waste time on file organization and chasing documents. With SmartVault, they... automated folder creation and document management. This saved the firm days of work and improved efficiency. Tandy Consulting, Inc. saved $60,000 by using SmartVault.

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O'Connor and Agar, CPA - Accounting

SmartVault helped O'Connor and Agar, CPA move to a fully paperless office. The firm used SmartVault to store all client documents in one secure place. This made workflows faster and improved client s...ervice. Kristie Agar said SmartVault was easy to use and fit their needs right away. The firm saw immediate results after switching from older software.

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RLJ Financial - Accounting

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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Boscia & Boscia PC - Accounting

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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Liberty Tax Services - Accounting

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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The DC Firm - Accounting

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?

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 News

Product

SmartVault Launches Integration with Intuit ProConnect Tax

SmartVault has launched an integration with Intuit ProConnect Tax, enhancing document workflows for tax professionals. This integration automates client creation, tax return routing, and document management, improving efficiency and security. It supports Intuit's ecosystem vision, offering ProConnect users a modern document management platform. The integration is now live, providing features like eSign, secure portals, and SOC 2 compliance.

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Partnership

Karbon, Ignition & SmartVault Partner to Simplify and Streamline Tax Workflows for Intuit ProConnect Firms | SmartVault

SmartVault, Karbon, and Ignition have formed a strategic partnership to create an integrated ecosystem for Intuit ProConnect users. This collaboration aims to streamline tax workflows by combining practice management, client engagement, and document security. The partnership addresses common challenges in tax and accounting firms, offering seamless integration and enhanced functionality for modern, connected solutions.

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Partnership

XpandedReports Announces Integration with SmartVault | SmartVault

XpandedReports and SmartVault have integrated their systems to enhance document management efficiency for QuickBooks users. This integration allows users to save reports directly to SmartVault, streamlining document archiving and sharing. The collaboration supports a unified document management platform, offering features like custom branded portals and secure file sharing. The integrated solution will be available in Q4 2011.

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Partnership

SmartVault Becomes First Document Management Platform to Integrate with Intuit ProConnect Tax | SmartVault

SmartVault has integrated its document management system with Intuit ProConnect Tax, enhancing tax prep workflows for accounting firms. This integration automates client creation, document routing, and e-signature processes, improving efficiency and data security. The integration, part of a strategic partnership with Intuit, will be available in early Summer 2025.

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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

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Financials

M&A