How SmartVault Compares to MyDocSafe

Looking for an alternative to MyDocSafe? Take a closer look at SmartVault, the file sharing and document management solution designed for professional services providers.

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Features you should expect from your B2B file sharing solution:

		MyDocSafe
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

Reduce Costs and Increase Business Efficiencies through SmartVault

For businesses looking for an alternative to MyDocSafe, these features help you consolidate your tech stack and streamline your workflow.

Access unlimited storage and add clients freely

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.

Use customizable out-of-the-box folder templates

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.

Connect your preferred software

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.

Maintain a full audit trail and version control

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.

Tap into full data migration services

Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault.

Enjoy unrivalled customer support

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.

Streamline and Scale Your Operations with SmartVault

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.

Unlimited Storage

Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.

No Hidden Charges

We think your subscription should cover everything. So there aren’t any additional charges for encrypting emails or adding clients.

A+ Customer Service

From customized onboarding, training for you and your team, and support for your clients, we’re here for you.

Integrate Key Apps to Support Your Growing Business

eSignature powered by DocuSign

Send documents for signature securely, right from SmartVault, using our powerful DocuSign integration. Once all parties have signed the document, it automatically routes back to the correct SmartVault folder.

Outlook Plug-In

Send emails, attachments, or both directly to the correct client folder in SmartVault with one click. Plus, you can invite and manage users from directly within Outlook, creating even more efficiencies for your team.

Xero Integration

SmartVault offers a unique Toolbar plug-in for Xero, so you can seamlessly scan, attach, and access documents right from inside the Xero web app.

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See Why this Alternative to MyDocSafe Works Better

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

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See SmartVault in Action

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

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