|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|
For businesses looking for a replacement for ShareFile, these features help you consolidate your tech stack and streamline your workflow.
SmartVault facilitates online document storage for all your files and serves as an integrated client portal to securely share files with clients and colleagues.
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 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.
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.
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.
Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault.
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.
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.
Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.
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.
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