|Send password protected files via email|
|Add a customer login to your website|
|Auto alerts notify when files are uploaded or viewed|
|Version control and activity reporting to track changes|
|Files are encrypted in transit and at rest|
|Enable customers to upload directly to the portal|
|Customizable folder structures|
For businesses looking for a replacement for OneDrive, these features help you improve your document workflow and increase efficiencies.
SmartVault facilitates online document storage for all your files and serves as an integrated client portal to securely share files with clients and colleagues.
Create a more efficient workflow by connect your preferred software and apps with SmartVault. There’s no need for additional set up, and there is easy access from your print driver.
Leverage 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.
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.
Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault. This streamlines your onboarding and can help reduce stress.
Store all of your internal and client documents in one secure, organized platform with an integrated client portal that makes sending and receiving files from clients a breeze. Plus, integrations with leading business and productivity apps boost your team’s efficiency, making SmartVault the alternative to OneDrive that you need.
Count on a cloud-based DMS that delivers high performance no matter how many clients, files, and folders you add to the system.
Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.
From customized onboarding, training for you and your team, and support for your clients, we’re here for you.
Before SmartVault, there was no consistent way to keep up with invoices. Vendors typically sent them physically to our store. Filing was tedious and heightened the risk of losing paperwork.”Margaret Gay, Owner Mimi’s Boutique and Intimates