Average Ratings 74 Ratings

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Average Ratings 0 Ratings

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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

Enhance both productivity and security through the most sophisticated cloud solutions tailored for content management and collaboration. Trust Synergy to fulfill your IT support demands, offering a range from basic support to high-end services that feature round-the-clock assistance, a dedicated help desk for both Synergy and Office, engineering expertise, and strategic consulting. This system is meticulously crafted to comply with rigorous security and regulatory standards, particularly those relevant to sectors like financial services, legal firms, and consulting agencies. Utilizing cloud-native technologies such as Docker and Kubernetes, it ensures a cloud-agnostic infrastructure that seamlessly operates across both public and private cloud environments. You can securely store your documents and collaborate from any location, benefiting from advanced functionalities such as version control, straightforward sharing options, and robust search capabilities. Moreover, manage, track, and refine all your projects within a unified platform where discussions lead to actionable outcomes, timelines are adhered to, tasks are delegated appropriately, and all participants maintain clarity regarding their responsibilities and progress. This holistic approach not only boosts efficiency but also fosters a more cohesive work environment.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ATX Yes 
Acctivate Inventory Software Yes 
Accur8 TMS No 
Amazon Web Services (AWS) No 
CCH Axcess Tax Yes 
CortexDecoder No 
Docker No 
Drake Tax Yes 
Emburse Nexonia Yes 
Emburse Tallie Yes 
FileThis Yes 
Intuit ProSeries Tax Yes 
Kubernetes No 
Ledgersync Yes 
Method:CRM Yes 
SKYLINE Yes 
Salesforce Yes 
TaxCalc Yes 
TaxWise Yes 
UltraTax CS Yes 

Integrations

ATX No 
Acctivate Inventory Software No 
Accur8 TMS Yes 
Amazon Web Services (AWS) Yes 
CCH Axcess Tax No 
CortexDecoder Yes 
Docker Yes 
Drake Tax No 
Emburse Nexonia No 
Emburse Tallie No 
FileThis No 
Intuit ProSeries Tax No 
Kubernetes Yes 
Ledgersync No 
Method:CRM No 
SKYLINE No 
Salesforce No 
TaxCalc No 
TaxWise No 
UltraTax CS 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 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Vendor Details

Company Name

Synergy

Website

www.synergy.page/

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

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 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

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