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SmartVault

smartvault.com

SmartVault provides secure cloud-based document management, file sharing, and client portal solutions primarily for accounting and healthcare firms. It focuses on compliance (HIPAA, SOC 2 Type 2), workflow automation, and secure document exchange, including e-signatures and client data collection. The platform aims to streamline document-centric workflows for businesses handling sensitive information.

Features
10/31
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Must Have

4 of 9

Semantic Search

Automated Sorting Rules

Cloud Storage Integration

Privacy Controls

AI File Chat

Automated Folder Organization

Conversational AI Interface

File Editing & Renaming

User Feedback Learning

Other

6 of 22

Manual Approval Workflow

Usage Credits & Quotas

Multi-User Collaboration

Enterprise SSO & Compliance

Data Encryption & Security

Multi-tier Pricing Plans

Feedback-Driven Refinement

Demo Mode

Local File Access

Centralized Team Billing

Advanced AI Model

Cloud Storage Integrations

Local File System Access

File Cleaning & Deduplication

Content-based Q&A

Security & Privacy Controls

Version History

User Roles & Permissions

Cross-platform Support

Bulk Operations & Batch Processing

Customizable Sorting Rules

Notifications & Reminders

Pricing
Subscription
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Business Pro

$50.00 per user
  • 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

Accounting Pro

$55.00 per user
Popular
  • All Core Features
  • Integrations with your accounting tech stack
  • Advanced Security & Compliance
  • Customized accounting & tax specific folder templates
  • Bulk print organizers & returns

Accounting Unlimited

$75.00 per user
  • All Accounting Pro Features
  • Request & send unlimited eSignatures
  • Unlimited KBAs / ID verification
  • Unlimited PDF form fillers
  • Send unlimited quotes & proposals
  • Compliance Vault (WISP templates)
Rationale

SmartVault offers document management and file sharing solutions with a strong emphasis on security and compliance, particularly for accounting and healthcare industries. While it provides features like cloud storage, security controls, and some automation, it lacks the core conversational AI interface and AI-powered file organization capabilities that are central to Dynbox's value proposition. The 'SmartRequestAI' feature is the closest match to AI-driven functionality, but it's focused on document requests and collection, not general file organization, editing, or content-based queries via conversational AI. Therefore, it only partially aligns with the 'AI File Chat' and 'Conversational AI Interface' must-have features, and does not offer the full scope of AI-powered file management as described for Dynbox.

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