|Custom branded portal for uploading and accessing documents|
|Send password protected files via email|
|Auto alerts notify when files are uploaded or viewed|
|Plugins for your email client to send links instead of attachments|
|Full text and OCR search of documents|
|Document version control|
|Activity report to track all staff and client activity|
|Files are encrypted in transit and at rest|
For businesses looking for an alternative to MyDocSafe, these features help you consolidate your tech stack and streamline your workflow.
SmartVault gives you unlimited storage and you can add unlimited clients or guests to your subscription at no extra charge. Our plans have no minimum users and we’ll never charge you extra for services like sending encrypted emails.
Standardization is key to creating a more efficient workflow. Use SmartVault’s out-of-the-box customizable folder templates or document request lists to streamline client onboarding and client data management.
Create a more efficient workflow by integrating SmartVault with your accounting, tax, or productivity apps. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault from any application – including Xero, TaxCalc, and Quickbooks.
Stay in compliance with a full, timestamped audit trail of all document activity. Plus, SmartVault’s version control feature allows you to access previous versions of files so you never lose history.
Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault.
We hope you never need to use our customer support services, however if you do, rest assured you can get straight through to our UK technical support and customer success team members via phone, chat or email.
Store all of your internal and client documents in one secure, organized platform that integrates with your favorite software and makes sending and receiving files from clients a breeze. Plus, there are no hidden charges with our subscription model, making SmartVault the alternative to MyDocSafe you need to scale your business successfully.
Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.
We think your subscription should cover everything. So there aren’t any additional charges for encrypting emails or adding clients.
From customized onboarding, training for you and your team, and support for your clients, we’re here for you.
If you are not using SmartVault, you MUST! We would have been dead in the water and had to close our doors without SmartVault. Thank heaven we switched over from ‘the other brand’ this year!”Sandy Christiansen Project Manager CRC CPAs