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Average Ratings 74 Ratings

Total
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features
design
support

Description

Folderit helps organizations keep documents searchable, controlled, and audit-ready. The platform combines OCR search, metadata, version control, audit trails, reminders, previews, and secure access with workflows for approvals, acknowledgements, reviews, and e-signing. For more advanced use cases, Folderit supports retention automation, document numbering, API integrations, eForms, SSO, and granular access management. It is designed for companies that want structured document control without sacrificing usability, and it also supports Single-Tenant and On-Premises deployment options for stronger governance needs. Folderit’s current trust and compliance positioning includes ISO 27001 certification, Cyber Essentials certification, and logical tenant segregation in its shared cloud environment.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Microsoft Outlook Yes 
CCH Axcess Tax No 
Drake Tax No 
Emburse Tallie No 
Hubdoc No 
Intuit ProSeries Tax No 
Ledgersync No 
Make Yes 
Method:CRM No 
Microsoft 365 Yes 
Microsoft Entra ID Yes 
Okta Yes 
QuickBooks Online No 
Rightworks No 
SKYLINE No 
Salesforce No 
TaxCalc No 
UltraTax CS No 
Xero No 

Integrations

Docusign Yes 
Microsoft Outlook Yes 
CCH Axcess Tax Yes 
Drake Tax Yes 
Emburse Tallie Yes 
Hubdoc Yes 
Intuit ProSeries Tax Yes 
Ledgersync Yes 
Make No 
Method:CRM Yes 
Microsoft 365 No 
Microsoft Entra ID No 
Okta No 
QuickBooks Online Yes 
Rightworks Yes 
SKYLINE Yes 
Salesforce Yes 
TaxCalc Yes 
UltraTax CS Yes 
Xero Yes 

Pricing Details

$50.00/month per team
Free Trial Yes 
Free Version No 

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 Yes 

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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Folderit

Founded

2014

Country

Estonia

Website

www.folderit.com

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Product Features

Cloud Storage

Access Control Yes 
Archiving & Retention Yes 
Backup Yes 
Data Migration Yes 
Data Synchronization Yes 
Encryption Yes 
File Sharing Yes 
Version Control Yes 

Content Collaboration

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

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging No 
Cloud Storage Yes 
Comments / Annotations Yes 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control Yes 
Workflow / Approval Process Yes 

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 Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
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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