Two-factor authentication and bank level file encryption are included, with all remote servers located in Houston Texas. SmartVault keeps all documents secure, encrypting documents both during transit and while stored. SmartVault users can easily scan in multiple documents, and create full-text search of all stored PDFs using the included OCR capability. SmartVault supports numerous scanners including TWAIN-compatible scanners, Fujitsu ScanSnap scanners, and Cannon Image Formula scanners. The client portal offers a variety of views from which to choose, including a default view, a files view, a folders view, and an advanced view. There is also an option to share files securely via email, with the ability to convert any attachments to secure file links. Users can invite any or all clients to access the client portal, and all portal files that are shared also have specific permissions attached, with a variety of permission levels available. In addition, a variety of email templates are available in the application that allow users to distribute documents to multiple clients in a single email. Firms can add branding details including colors and a logo, and the portal, like the document management system, offers version controls. The brandable client portal allows users to easily exchange documents with clients, and receive email notification when a new file is ready to view on the portal. SmartVault includes a version history wherein users can lock an accessed file while all previous versions of the document remain accessible. A vault template is also available for use, with all vaults in SmartVault using a parent/subfolder structure. Folder templates are available for easy folder creation, with users able to create either a standard folder template or a custom folder structure for specific clients. SmartVault stores all documents in vaults, secure online containers that contain folders, and users have the ability to create new vaults and folders from any device and later add them directly to SmartVault. Users can also add documents into SmartVault using the drag and drop feature found in the application. The client list page provides a complete list of all clients currently in SmartVault, and the document view toolbar and document view pane make it easy to work with multiple clients in the application. The Connected Desktop is easily navigatable, and it includes a search bar to locate clients. With the Connected Desktop, users are able to upload, download, scan, edit, generate, and send documents for any client. The application also includes a PDF printer feature that allows users to convert any document to a PDF and then save it in SmartVault.Īccountants will appreciate the Connected Desktop feature that which is where the majority of document management activity takes place. SmartVault is easily accessible using a variety of devices including desktop computers, browsers, smartphones, and tablets. SmartVault also includes a custom plan option for very large and enterprise level organizations. Multiple options are available in each plan. A good fit for businesses and accounting firms of any size, SmartVault is scalable, with two types of plans: SmartVault for Business, and SmartVault for Accountants. Sitemap Page was generated in 0.SmartVault offers complete online document storage, branded client portals, and secure file sharing capability. According to Siteadvisor and Google safe browsing analytics, is fairly a safe domain without a visitor critiques. We found that is poorly ‘socialized’ in recognize to any social community. Help.smartvault has the lowest Google pagerank and dangerous effects in terms of Yandex topical quotation index. While GODADDY.COM LLC used to be its first registrar, now it's moved to LLC. It was hosted by Cloud Loadbalancing as a Service-LBaaS (DFW) and CloudFlare Inc. receives about 8.5% of its general visitors. Over the time it's been ranked as prime as 20 499 on this planet, whilst most of its visitors comes from USA, where it reached as top as 2 855 position. is tracked by means of us since April, 2011.
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