SmartVault
smartvault.comSummary
SmartVault is a document management and client portal software designed for accounting and tax firms. It provides secure cloud storage, file sharing, e-signatures, and workflow automation to streamline document collection and management. The platform emphasizes compliance and integration with various accounting software.
Features8/15
See allMust Have
3 of 5
Automated Sorting Rules
Cloud Storage Integration
Privacy Controls
AI File Chat
Semantic Search
Other
5 of 10
Manual Approval Workflow
Multi-User Collaboration
Enterprise SSO & Compliance
Centralized Team Billing
Data Encryption & Security
Feedback-Driven Refinement
Demo Mode
Local File Access
Usage Credits & Quotas
Advanced AI Model
PricingSubscription
See allBusiness Pro
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & Activity logs
- U.S. based phone/email/chat support
- 3 user minimum
Accounting Pro
- All Core Features
- Integrations with your accounting tech stack
- Advanced Security & Compliance
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- 2 user minimum
Accounting Unlimited
- All Accounting Pro Features
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
- 2 user minimum
Rationale
SmartVault is a document management system and client portal primarily for accounting and tax firms. It offers secure cloud storage, file sharing, and workflow automation. While it has a feature called 'SmartRequestAI' which uses AI for document requests, it does not offer AI-powered file chat or semantic search across file content as described in Dynbox's core features. It does, however, provide robust cloud storage integration, privacy controls, automated sorting rules (through workflow automation and customizable folder templates), manual approval workflows (for eSignatures and document collection), multi-user collaboration, enterprise SSO and compliance, centralized team billing, and data encryption/security. The AI functionality is limited to generating document request questionnaires, not general file organization or interaction.
