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Average Ratings 74 Ratings

Total
ease
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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Microsoft Outlook
ATX
CCH Axcess Tax
Drake Tax
Emburse Nexonia
Emburse Tallie
Hubdoc
Intuit ProSeries Tax
Ledgersync
Method:CRM
Microsoft 365
Okta
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
UltraTax CS

Integrations

Docusign
Microsoft Outlook
ATX
CCH Axcess Tax
Drake Tax
Emburse Nexonia
Emburse Tallie
Hubdoc
Intuit ProSeries Tax
Ledgersync
Method:CRM
Microsoft 365
Okta
QuickBooks Online
Rightworks
SKYLINE
Salesforce
TaxCalc
TaxWise
UltraTax CS

Pricing Details

$50.00/month per team
Free Trial
Free Version

Pricing Details

$20.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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