Average Ratings 74 Ratings

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support

Average Ratings 0 Ratings

Total
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features
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support

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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

Many agencies boast about their excellent customer service, but what specific tools and resources can you genuinely offer to enhance that service? Elevate the customer experience by leveraging Zywave’s Client Cloud, which equips your clients with centralized tools and content tailored to address their unique business challenges. Whether it's HR support, compliance assistance, employee training, or any other requirement, Zywave’s Client Cloud supplies everything necessary for delivering outstanding customer service throughout the year. Establish your reputation as a reliable advisor by guiding your clients through the intricate landscape of compliance and risk management. By providing them with access to comprehensive tools and an extensive content library, you can help them ensure compliance and steer clear of potential penalties. Additionally, offering training courses through an intuitive learning management system (LMS) has never been simpler, enabling you to meet the needs of your clients and their teams effectively. This comprehensive approach not only strengthens client relationships but also enhances the overall value you provide as their trusted partner.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ATX Yes 
Acctivate Inventory Software Yes 
CCH Axcess Tax Yes 
Docusign Yes 
Drake Tax Yes 
Emburse Nexonia Yes 
Emburse SpringAhead Yes 
Hubdoc Yes 
Lacerte Yes 
Ledgersync Yes 
Method:CRM Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Rightworks Yes 
SKYLINE Yes 
Salesforce Yes 
TaxCalc Yes 
TaxWise Yes 
UltraTax CS Yes 
Xero Yes 

Integrations

ATX No 
Acctivate Inventory Software No 
CCH Axcess Tax No 
Docusign No 
Drake Tax No 
Emburse Nexonia No 
Emburse SpringAhead No 
Hubdoc No 
Lacerte No 
Ledgersync No 
Method:CRM No 
Microsoft Outlook No 
QuickBooks Online No 
Rightworks No 
SKYLINE No 
Salesforce No 
TaxCalc No 
TaxWise No 
UltraTax CS No 
Xero 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 Yes 
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 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) Yes 
In Person Yes 

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com

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

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Portal

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

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