"Store, send and sign your documents securely using SmartVault."
Built with bank-level security, SmartVault’s single platform is the most secure way to store and share your documents. The fully brandable client portal allows your customers to upload documents directly into SmartVault, with unlimited free customer accounts included in your subscription. Send important documents to be eSigned within the portal and set access rights for any file based on individual needs. Integrations with leading business software such as Outlook, Xero, Quickbooks and Salesforce plus a PDF printer to connect any other software into SmartVault means your workflow is improved and time saved. Improve your Cybersecurity and GDPR compliance by subscribing to SmartVault today.
Cloud document storage
Secure file sharing
GDPR, HIPAA, FINRA compliant
Customisable folder templates
Business and accounting software integrations
Product recommendations, vendor rankings, market overview and tips on how to select Cloud Storage software for business. Published in February 2021.
This type of software helps users save data in the cloud, where it is accessible from various networks and at any point of time. Apart from file storage, such software also offers additional services such as synchronization, content management and file shar...FREE DOWNLOAD Cloud-Storage-Software-Buyer-Guide-2018.pdf
Xero, Quickbooks, TaxCalc, Outlook
Xero, Quickbooks, TaxCalc, Outlook, Freshbooks, Salesforce, Hubdoc, Lacerte
Desktop and mobile app
Accountants, bookkeepers, small businesses, legal and construction
Storing and sending important or sensitive documents
Yes, 1:1 customer service and training, group training and online tutorials
The sentiment map shows a snapshot of how Crozdesk users have rated SmartVault over time. It shows how existing users see SmartVault with regards to its usefulness, ease of use, value for money and customer service.