SmartVault

SmartVault

4 / 5 7 reseñas

¿Quién utiliza este software?

Accountants, bookkeepers, tax professionals, and anyone looking for secure document management & file sharing.


Valoración media

7 reseñas
  • 4 / 5
    En general
  • 4 / 5
    Facilidad de uso
  • 4.5 / 5
    Atención al cliente
  • 4 / 5
    Características
  • 4 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
    $20/mes
  • Pricing Details
    Users are employees at your firm. Unlimited clients are included.
  • Versión gratuita
    No
  • Implementación
    En la nube, SaaS, web
    Instalado: Windows
  • Formación
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia
    Horas laborables
    En línea

Datos del proveedor

  • SmartVault
  • http://www.smartvault.com
  • Fundada en 2008
  • Houston, TX

Información sobre este software

SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.


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SmartVault Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search
  • Chat / Messaging
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Synchronization
  • Registro de auditoría
  • Search
  • User Management
  • Version Control
  • Workflow Management

Últimas reseñas disponibles sobre SmartVault

Traducción realizada automáticamente. Mostrar la reseña original

Smooth link to Lacerte but could use improvement on links to clients

4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Comentarios: Integration with Lacerte and cloud storage. Does provide one place to receive documents from clients, send documents to client and share documents within our team.

Puntos a favor: What I like most is the direct link to Lacerte tax software. Employees can send a return or any form from Lacerte with only one click.

Puntos en contra: Sending documents to clients seems inefficient - for example the only way to send more than one document is via a "link" or password encrypted email - would like ability to select multiple documents from different folders and send by email link, not just passwords.

Traducción realizada automáticamente. Mostrar la reseña original

SmartVault is a decent software that has many good features.

3/5
En general
4 / 5
Facilidad de uso
3 / 5
Características y funcionalidad
2 / 5
Asistencia al cliente
2 / 5
Relación calidad-precio

Comentarios: Access to client documents. Ease of use. Availability to store documents remotely.

Puntos a favor: You access information anywhere that you have an internet connection. Ease of Use. Compatible with multiple software and operating systems.

Puntos en contra: Glitchy at best. It gives lots of error message. Some valid, some not. Site tends to go down during periods of heavy traffic. That is a big problem, because often times those are during the hours when you need to access.