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Average Ratings 74 Ratings

Total
ease
features
design
support

Description

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

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

ATX No 
CCH Axcess Tax No 
Docusign No 
Drake Tax No 
Emburse Nexonia No 
Emburse SpringAhead No 
Emburse Tallie No 
FileThis No 
Hubdoc No 
Intuit ProSeries Tax No 
Lacerte No 
Ledgersync No 
Method:CRM No 
Microsoft Outlook No 
Rightworks No 
Salesforce No 
TaxCalc No 
UltraTax CS No 
Xero No 

Integrations

ATX Yes 
CCH Axcess Tax Yes 
Docusign Yes 
Drake Tax Yes 
Emburse Nexonia Yes 
Emburse SpringAhead Yes 
Emburse Tallie Yes 
FileThis Yes 
Hubdoc Yes 
Intuit ProSeries Tax Yes 
Lacerte Yes 
Ledgersync Yes 
Method:CRM Yes 
Microsoft Outlook Yes 
Rightworks Yes 
Salesforce Yes 
TaxCalc Yes 
UltraTax CS Yes 
Xero Yes 

Pricing Details

$311.40 per year
Free Trial Yes 
Free Version No 

Pricing Details

$20.00/month/user
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.smartvault.com%2Fpricing%2F
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PortalsXpress

Founded

2011

Country

United States

Website

www.portalsxpress.com

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Portal

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