How SmartVault Compares to ShareFile

Looking for an alternative to ShareFile? Take a closer look at SmartVault, the secure 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:

		Sharefile
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
Add a client login to your website
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 a replacement for ShareFile, these features help you consolidate your tech stack and streamline your workflow.

Store and share all business and client files securely

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

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 to streamline client onboarding and client data management.

Integrate with accounting and business applications

Integrate SmartVault with your accounting, tax, or business productivity applications. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault.

Streamline your print, eSign, and file processes

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.

Automate document distribution

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.

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.

Add seasonal licenses and count on extended support

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.

Streamline and Scale Your Operations with SmartVault

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 ShareFile that you need.

A Scalable Solution

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

Secure File Sharing

Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.

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.

Salesforce Integration

Attach and view documents directly within Salesforce records. Access those documents from SmartVault, Salesforce, or your mobile device.

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See Why this Alternative to ShareFile 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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