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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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 unrivaled 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.

Feature Comparison:

SmartVault vs. MyDocSafe

To help you make an informed decision, we’ve compiled a detailed comparison of SmartVault and Intuit DMS.

This table highlights the key features that differentiate these solutions:

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

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.