How SmartVault Compares to eFileCabinet

SmartVault facilitates online document storage for all your files and serves as an integrated client portal to securely share files with clients and colleagues.

Standardization is key to creating a more efficient workflow. Use SmartVault’s out-of-the-box customizable folder templates to streamline client onboarding and client data management.

Integrate SmartVault with your accounting, tax, or productivity application for more efficient workflows. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault.

Get lightning-fast access to your documents in the cloud, with the speed and performance of a desktop app.

Leverage the power of industry-leading eSignature solutions by DocuSign. Print a document, route to one or multiple signers to eSign, auto file the document back in the right folder, and be alerted when all parties have signed.

Batch print documents directly to SmartVault, leverage email templates, and use built-in mail merge technology to distribute documents to five, 50, or 500 clients.

If you hire temporary staff during your busy season, take advantage of our seasonal licenses. And get support via phone, chat, or email from your SmartVault customer success partners.

If you hire temporary staff during your busy season, take advantage of our seasonal licenses. And get support via phone, chat, or email from your SmartVault customer success partners.