Average Ratings 74 Ratings

Total
ease
features
design
support

Average Ratings 16 Ratings

Total
ease
features
design
support

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.

Description

Revolutionize your team's collaborative efforts by providing them with a secure and shared workspace, ensuring their ideas are nurtured from initial concept through to completion. Foster an environment where creativity flourishes through effective collaboration and teamwork. Equip your team with a centralized platform for storing, organizing, and managing files, which facilitates effortless cooperation among members. Gain deeper insights into your team's interactions with customizable reports that include data on file access, audit trails, and more. Zoho WorkDrive adheres to stringent industry compliance standards like SOC 2 Type II and ISO 27001, guaranteeing the safety of your data at all times. Collaborate and shape ideas collectively, brainstorming in real-time with the tools offered by Zoho Office Suite. This versatile file management and collaboration solution is designed to accommodate any team, regardless of industry or size. Ensure your team’s files are securely backed up offline, remaining continuously synced and accessible. Our clients are achieving remarkable results with Zoho WorkDrive, transforming their workflows and enhancing productivity. Join them in experiencing the powerful capabilities of a well-organized and collaborative workspace.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acctivate Inventory Software Yes 
AeroFTP No 
CCH Axcess Tax Yes 
Docusign Yes 
Emburse Nexonia Yes 
Emburse SpringAhead Yes 
Emburse Tallie Yes 
Hubdoc Yes 
Lacerte Yes 
Method:CRM Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
RcloneView No 
Salesforce Yes 
TaxCalc Yes 
UltraTax CS Yes 
Xero Yes 
Zoho Doc Scanner No 
Zoho Marketing Automation No 

Integrations

Acctivate Inventory Software No 
AeroFTP Yes 
CCH Axcess Tax No 
Docusign No 
Emburse Nexonia No 
Emburse SpringAhead No 
Emburse Tallie No 
Hubdoc No 
Lacerte No 
Method:CRM No 
Microsoft Outlook No 
QuickBooks Online No 
RcloneView Yes 
Salesforce No 
TaxCalc No 
UltraTax CS No 
Xero No 
Zoho Doc Scanner Yes 
Zoho Marketing Automation Yes 

Pricing Details

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

Pricing Details

$2.50 per month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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) No 
In Person No 

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/workdrive/

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 

Product Features

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup Yes 
Data Migration No 
Data Synchronization Yes 
Encryption No 
File Sharing Yes 
Version Control Yes 

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management No 
Real Time Editing Yes 
Task Management No 
Version Control Yes 
Video Conferencing No 

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 Collaboration

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

Document Management

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

File Sharing

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

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