Beliebte Produkte
Wer nutzt diese Software?
Accountants, bookkeepers, tax professionals, and anyone looking for secure document management & file sharing.
Durchschnittliche Bewertung
10 Bewertungen- Gesamt 3.5 / 5
- Benutzerfreundlichkeit 3.5 / 5
- Kundenservice 3.5 / 5
- Funktionen 3.5 / 5
- Preis-Leistungs-Verhältnis 3.5 / 5
Produktdetails
- Startpreis $20/Monat
- Preisinformationen Users are employees at your firm. Unlimited clients are included.
- Kostenlose Version Nein
- Kostenlose Testversion Ja
-
Einsatz
Cloud, SaaS, Web
Installiert - Windows
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Training
Live Online
Webinare
Dokumentation
-
Kundenbetreuung
Support während der Geschäftszeiten
Online
Angaben zum Hersteller
- SmartVault
- http://www.smartvault.com
- Gegründet 2008
- Houston, TX
Über SmartVault
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.
SmartVault Funktionen
- Compliance-Verfolgung
- Dateitypumwandlung
- Dateiwiederherstellung
- Dokument-Indexierung
- Dokumentaufbau
- Dokumentenarchivierung
- Dokumentenaufbewahrung
- Elektronische Unterschrift
- Offline-Zugriff
- Optische Zeichenerkennung (OCR)
- Versionskontrolle
- Werkzeuge zur Zusammenarbeit
- Audit Trail (Prüfpfad)
- Dokumentenmanagement
- Drag & Drop
- Echtzeit-Synchronisierung
- Elektronische Unterschrift
- Kollaboration
- Suchen / filtern
- Textnachrichtenversand
- Verschlüsselung
- Workflow-Management
- Zugriffskontrollen/Berechtigungen
- Chat
- Content-Management
- Diskussionsforum
- Dokumentenmanagement
- Filesharing
- Suche
Empfohlene Produkte
Die hilfreichsten Reviews für SmartVault
Smooth link to Lacerte but could use improvement on links to clients
Mit Google übersetzen
Bewertet am 7.11.2017
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.
SmartVault is a decent software that has many good features.
Mit Google übersetzen
Bewertet am 4.4.2018
Kommentare: Access to client documents. Ease of use. Availability to store documents remotely.
Vorteile: You access information anywhere that you have an internet connection. Ease of Use. Compatible with multiple software and operating systems.
Nachteile: 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.