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Average Ratings 74 Ratings

Total
ease
features
design
support

Description

With our cloud storage document management software and electronic content management solutions, we can help your business to streamline the workflow and securely organize and provide easy retrieval of all your documents. Let us show you how easy and efficient our document management software is! See it for yourself, Schedule a Free Demo today!

Description

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
ATX No 
Acctivate Inventory Software No 
Docusign No 
Emburse Nexonia No 
Emburse Tallie No 
Google Drive Yes 
Intuit ProSeries Tax No 
Lacerte No 
Ledgersync No 
Method:CRM No 
Microsoft Office 2021 Yes 
QuickBooks Online No 
Rightworks No 
SKYLINE No 
Salesforce No 
TaxCalc No 
TaxWise No 
UltraTax CS No 

Integrations

Microsoft Outlook Yes 
ATX Yes 
Acctivate Inventory Software Yes 
Docusign Yes 
Emburse Nexonia Yes 
Emburse Tallie Yes 
Google Drive No 
Intuit ProSeries Tax Yes 
Lacerte Yes 
Ledgersync Yes 
Method:CRM Yes 
Microsoft Office 2021 No 
QuickBooks Online Yes 
Rightworks Yes 
SKYLINE Yes 
Salesforce Yes 
TaxCalc Yes 
TaxWise Yes 
UltraTax CS Yes 

Pricing Details

$10
At Docupile, our mission is to be the driving force behind simplifying and enriching the lives of our customers. With our dedicated team, we commit ourselves to providing exceptional support, tailored solutions, and user friendly products. We focus on the needs of our clients, striving to empower them and make their daily routines more manageable. Our success is measured by the satisfaction and success of those we serve.
Free Trial No 
Free Version Yes 

Pricing Details

$20.00/month/user
https://www.smartvault.com/pricing/
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Docupile

Founded

2015

Country

United States

Website

www.docupile.com

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion No 
Forms Management No 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging No 
Collaboration No 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization No 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management Yes 
File Sharing Yes 
Search Yes 

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