Average Ratings 74 Ratings

Total
ease
features
design
support

Average Ratings 2 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

In the corporate world, the daily tasks heavily depend on documents and emails for seamless operations. Fileplan instills confidence within your organization by ensuring systematic filing along with robust document management and collaboration capabilities. Teams that are constantly on the go require efficient access to their documents, allowing them to swiftly locate what they need without the hassle of sifting through duplicates or determining which version is the most current. With fileplan, your team can enjoy the flexibility of remote access, facilitating effective collaboration from anywhere while maintaining strict oversight of project-related documents. Certain documents, especially those outlining your company's contractual commitments or ISO-certified procedures, are critical and necessitate meticulous control over time. Fileplan adeptly oversees the entire lifecycle of each controlled document, guaranteeing that nothing is more paramount than safeguarding the security and integrity of your documents and emails. This comprehensive approach not only promotes operational efficiency but also fosters a culture of accountability within the organization.

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 
Drake Tax Yes 
Emburse Nexonia Yes 
Emburse SpringAhead Yes 
Emburse Tallie Yes 
FileThis Yes 
Hubdoc Yes 
Intuit ProSeries Tax Yes 
Ledgersync Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Rightworks Yes 
SKYLINE Yes 
Salesforce Yes 
TaxCalc Yes 
TaxWise Yes 
Xero Yes 

Integrations

ATX No 
Acctivate Inventory Software No 
CCH Axcess Tax No 
Drake Tax No 
Emburse Nexonia No 
Emburse SpringAhead No 
Emburse Tallie No 
FileThis No 
Hubdoc No 
Intuit ProSeries Tax No 
Ledgersync No 
Microsoft Outlook No 
QuickBooks Online No 
Rightworks No 
SKYLINE No 
Salesforce No 
TaxCalc No 
TaxWise 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

$40 per month
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 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

Radix Software

Founded

2010

Country

Australia

Website

www.fileplan.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

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

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