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.
Business Priorities
Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using SmartVault.
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
"...Digital signature integration was a home run!..." Peer review by Billy Barton, President, Barton's Tax & Accounting Service
SmartVault, Tubular, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, 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,
Comprehensive Insights on SmartVault Use Cases
How does SmartVault address your Workflow Management Challenges?
What solutions does SmartVault provide for Digital Signature?
How can SmartVault optimize your Content Sharing Workflow?
How does SmartVault facilitate Collaboration?
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.
Case Studies
CASE STUDY RLJ Financial
CASE STUDY Liberty Tax Services
CASE STUDY Boscia & Boscia PC
CASE STUDY The DC Firm
CASE STUDY O'Connor and Agar, CPA
CASE STUDY Tandy Consulting, Inc.
Frequently Asked Questions(FAQ)
for SmartVault
What is SmartVault used for?
What are the top features of SmartVault?
Who uses SmartVault?
What are SmartVault alternatives?
Where is SmartVault located?
Peers used SmartVault for workflow management and digital signature
SmartVault Competitors
SmartVault Features
- Low
- Medium
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (32) |
| Analytics | Read Reviews (3) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (32) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for SmartVault
Overall Risk Meter
Top Failure Risks for SmartVault
SmartVault Corporation News
Experiences 2025 Not So Secret AI Agents
SmartVault plans to launch SmartRequestAI, a tool designed to automate document collection and client intake processes for tax professionals. This new feature aims to enhance productivity by integrating AI capabilities into existing document management systems, offering a streamlined solution for tax-related tasks.
Tech news : SmartVault plans release of AI document management solution
SmartVault is set to launch SmartRequestAI, an AI-driven document management solution tailored for tax season. This tool features an AI-powered questionnaire, bulk client request creation, and a dashboard for monitoring status. It integrates with SmartVault's platform, ensuring SOC 2 Type 2 compliance and secure client data handling. SmartRequestAI will be available to all SmartVault customers later this year.
SmartVault to Launch SmartRequestAI to Automate Document Collection and ...
SmartVault is set to launch SmartRequestAI, an AI-powered tool designed to automate document collection and client intake for tax professionals. This new feature, integrated into the SmartVault platform, aims to save firms 6090 minutes per tax return by streamlining workflows and reducing reliance on third-party apps. SmartRequestAI enhances efficiency, minimizes risk, and improves client experience with features like AI-driven questionnaires and secure data handling.
Tech news: Karbon, Ignition, SmartVault launch Intuit ProConnect Ecosystem for Tax Firms - Accounting Today
SmartVault, in collaboration with Karbon and Ignition, launched the Intuit ProConnect Ecosystem for Tax Firms. This integrated platform offers a seamless workflow for tax professionals, combining Karbon's work orchestration, Ignition's client engagement and billing automation, and SmartVault's document management. The ecosystem enhances ProConnect with features like contact synchronization and e-signature capabilities, and is available immediately for firms to implement.
SmartVault Corporation Profile
Company Name
SmartVault Corporation
Company Website
//smartvault.comHQ Location
720 North Post Oak Road, Suite 300, Houston, Texas 77024, US
Employees
11-50
Social
Financials
M&A
