Cloud-based document management and storage
SmartVault is a cloud storage program that was developed by SmartVault Corporation for PC. It is a premium cloud-based document management service. It provides users with a platform that places great emphasis on security to be able to meet their workflow and professional demands and needs.
Similar to another popular cloud storage service, Box, SmartVault aims to cater to business and professional needs. Equipped with bank-level security, it provides users with a secure client portal and document management software. It is available in various subscription options and offers a free trial, as well.
How do I use SmartVault?
For SmartVault, you will need to create an account, which can be done when you opt for a free trial. You will be sent an invite link to help you complete your registration. Once done, simply login to start using the service. Its web interface is simple, with a toolbar and navigation pane on the left side to perform various actions.
Uploading and storing documents in SmartVault is intuitive, with a simple drag-and-drop operation. You can create client portals to securely share files and collaborate with customers and partners. You can freely customize portals for your clients as needed and there is even support e-signatures that will come in handy for those specific documents that require additional authorization or acknowledgment.
Lastly, SmartVault helps you create a streamlined workflow through strong integration with popular third-party apps and services, including TaxCalc, QuickBooks, and Lacerte. Some things could be improved further, though. Firstly, loading times can be rather long at times. Another is that it’s difficult to get in touch with customer support. Lastly, general usage and operation can also be quite laggy in some instances.
A document management system for professionals
Overall, SmartVault is a well-rounded and reliable document management system geared towards businesses and professionals. It’s easy to use, had multiple subscription plans to choose from, and offers plenty of features for the money. Its overall performance could be improved, but it is no less a solid option worth considering.
