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SmartVault
smartvault.comSummary
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.
Feature Matches10/31
See all10/31
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
PricingSubscription
See allSubscription
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.
