How SmartVault Compares to IRIS Openspace

Use SmartVault’s customizable folder templates to organize your documents by client, document type, date – or however you like to work. You can also have documents routed to the correct folder, automatically. This helps reduce the time you spend searching for, and filing documents.

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.

You can store all of your important documents in SmartVault, for as long as necessary with unlimited cloud storage and no expiration dates on any of your documents.

Upload common informational documents that most clients ask for, so they are easily accessible, on-demand. These documents might be terms, team introductions, or information on new legislation. You can also grant edit access rights for any folders based on who needs to see them.

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.