SmartVault

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.

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.