Description de SmartVault

SmartVault offre tous les avantages d'un service de stockage sur le cloud, mais avec les fonctionnalités de sécurité et de productivité haut de gamme dont vous avez besoin pour gérer votre entreprise. Créez un portail client personnalisé pour le partage de fichiers sécurisé et conforme aux réglementations. Tirez également parti de fonctionnalités conçues spécialement pour les entreprises, notamment le partage sélectif, la gestion de la sécurité de groupe, les modèles personnalisés et les rapports d'audit. Avec la barre d'outils SmartVault, vous pouvez joindre, afficher et gérer des documents directement à partir d'applications comme QuickBooks Online, Xero et FreshBooks.

Qui utilise SmartVault ?

Les experts-comptables, comptables, fiscalistes et tous ceux qui recherchent un service sécurisé de gestion des documents et de partage de fichiers.

Où peut-on déployer SmartVault ?

Cloud, SaaS, web, Windows (ordinateur), Windows (sur site), Linux (sur site), iPhone (mobile), iPad (mobile)

À propos de l'éditeur

  • SmartVault
  • Situé à Houston, É.-U.
  • Fondé en 2008
  • Support téléphonique
  • Chat

Pays disponibles

États-Unis

Langues

anglais

À propos de l'éditeur

  • SmartVault
  • Situé à Houston, É.-U.
  • Fondé en 2008
  • Support téléphonique
  • Chat

Pays disponibles

États-Unis

Langues

anglais

Comparez le prix du logiciel SmartVault avec ses alternatives

SmartVault

20,00 $US/mois
Version gratuite
Essai gratuit
10,00 $US/mois
Version gratuite
Essai gratuit
s/o
Version gratuite
Essai gratuit
79,00 $US/mois
Version gratuite
Essai gratuit

Fonctionnalités - SmartVault

  • Archivage et rétention
  • Automatisation des processus métiers
  • Classification des documents
  • Configuration des workflows
  • Contrôle du processus d'approbation
  • Contrôles/Permissions d'accès
  • Cryptage
  • Gestion de contenu
  • Gestion de versions
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des formulaires
  • Gestion des tâches
  • Outils de collaboration
  • Partage des fichiers
  • Piste d'audit
  • Portail client
  • Portail libre-service
  • Pour les professionnels du secteur juridique
  • Recherche en texte intégral
  • Recherche/Filtre
  • Reconnaissance optique de caractères
  • Saisie de documents
  • Stockage de documents
  • Stratégie de marque personnalisable
  • Suivi de la conformité

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Avis sur SmartVault

Note moyenne

Note globale
4,4
Facilité d'utilisation
4,3
Service client
4,2
Fonctionnalités
4,3
Rapport qualité-prix
4,1

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
65%
4
20%
3
6%
2
5%
1
3%
Tracey
Tracey
Financial (É.-U.)
Utilisateur LinkedIn vérifié
Services financiers, 501-1 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Awesome to add to my tech stack

5,0 il y a 2 ans

Commentaires : My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome.
My clients find it easy to work with .

Avantages :

It's an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.

Inconvénients :

If you cannot get in touch with customer service (everyone is busy!) they have FAQ's that I easily found what I was looking for!

Chris
Company Director (R.-U.)
Comptabilité, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Well packaged Document Management System, well presented!

5,0 il y a 2 ans

Commentaires : Overall, I have been very impressed by SmartVault. I was using Office 365 Business and was fed up that Sharepoint kept falling over for clients - I had set it up as groups to move documents around as I provide payroll services, but often I would get an email from the client saying not received or can't access. SmartVault integration has been very easy and clients have embraced - I think that for many it looks like IE tree set up for navigating makes it easier and that a desktop version is available for their use - a feature taken away by Microsoft - they feel they have greater control too. The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend.

Avantages :

- Very user friendly and easy to navigate - Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific - Easy to upload documents and great that it has a desktop version in addition to the online version. Clients like the Apple integration and the fact it works happily with MAC's as comfortably as non-MAC Windows PC's - Good support, though confusing when you get a US number for someone who lives in India to assist! - I'm a UK based company - Free set up and training assistance including full run through of the software - Unlimited Companies - Free access for clients - Templates for Accounts/Payroll etc save a lot of time for setting up year on year

Inconvénients :

- Integration with Outlook - this is hit and miss if it works and mine doesn't meaning I can't link email in - have been advised it is due to not having the full office suite, though I have and it still wouldn't integrate - A little expensive compared to other products, but it was best fit for the business

Steven
CPA (É.-U.)
Comptabilité, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Excellent Document Storage Integration with Lacerte Tax

5,0 il y a 2 mois Nouveau

Commentaires : I use SmartVault as my PDF printer, as well as a place to store client documents.

Avantages :

SmartVault is integrated with my Lacerte tax software - When printing from Lacerte to SmartVault, all tax returns are deposited directly into the proper client's folder.

Inconvénients :

I have been using SmartVault for over 5 years, and I have not yet found anything negative in my use of the portal.

Jeff
CPA (É.-U.)
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

You Don't Get What You Pay For

1,0 il y a 2 mois Nouveau

Commentaires : I'd strongly suggest looking elsewhere for your storage and file sharing needs. This company prices its service like they are the cream of the crop, but in reality they are the bottom of the barrel. The price for my plan nearly tripled this year with zero new features or services being added that are actually useful. There is no Android app available, which is ridiculous considering the extreme pricing. And be careful, the company will auto renew your plan for 12 months and there is no means to cancel for a refund once they charge your credit card. And they will still auto renew after completely altering the terms of the contract. Shady company for sure.

Avantages :

Really nothing to like. It's as basic as it comes for a storage and file sharing platform.

Inconvénients :

-No Android App -Poor Interface and Terrible Permissions Programming -Way Overpriced

Nic
Office Manager (É.-U.)
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great Software for Users and Clients

5,0 il y a 4 mois

Commentaires : Excellent. Customer support is always easy to speak with and the software is a great fit for our company.

Avantages :

Simplicity for our internal users and our clients. Easy to organize files neatly in their respective folders for a clean presentation for clients.

Inconvénients :

Software still needs some small tweaks, but overall, I believe the developers put their hearts into the projects. Seems like any time there is something in the software that I think needs to be addressed, the staff comes out with an update and fixes it.