Features

Simple, secure file sharing in the cloud

Let us do the hard work of protecting your documents and helping you stay in compliance.

SmartVault Secure File Sharing
Secure File Sharing

How it works

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Secure file sharing with best-in-class security features

With SmartVault, your documents are encrypted in transit and at rest. Advanced user permissions give you control over who has access to files, and who can create, edit, or delete them.

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Easily access files and collaborate anytime, anywhere

Enjoy the convenience of working in the cloud, without compromising on the security, compliance, and productivity features you need to run your business. Collaborate with employees and clients from any web browser or mobile device.

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All-in-one secure file sharing, cloud storage, and client portals

SmartVault’s all-in-one solution for online document storage and secure file sharing gives you the power to securely route, backup, and share files with a single click.

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Stay in compliance with industry regulations

Let SmartVault be part of your compliance strategy for HIPAA, FINRA, GLBA, and more, by giving you the power to run complete, timestamped activity reports to see who accessed files, and when.

Secure file sharing that integrates with your apps

SmartVault integrates seamlessly with the leading accounting and business applications to extend our secure file sharing features to the apps you love.

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Secure file sharing features for business

SmartVault’s secure file sharing solution has the features you need to streamline the process of requesting, collecting and sending sensitive documents.

Two-factor user authentication

Recipients log in with their own authenticated username and password, ensuring your files are always in the right hands.

Advanced user permissions

Control who has access to what file, and what permissions they have. Choose from Read, Write, Create, and Delete access.

Branded client portals

Give clients a secure and convenient way to log in and access their files, or send documents to your staff. 

Bank-level file encryption

Files stored or shared in SmartVault are automatically encrypted using bank-standard AES-256 bit encryption.

Activity reports

Generate time stamped reports that tell you who accessed, uploaded or modified files.  

Email notifications

Set upload and download alerts to be notified about file activity.

eSignature

Get documents signed in a single step with built-in eSignature integration, powered by DocuSign.

Mobile apps

Access your files anytime, anywhere from a mobile device.

Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

Book a 15-minute demo to see exactly how SmartVault can work for your business.