So you call back, get another promise and it doesn't happen again. In the meantime, your whole workflow is suffering.

It has been great at helping us move to a more paperless environment. The best feature is the tight integration with Lacerte (it also integrates with ProSeries).

Product is easy to use and secure for clients. I like that you can send a direct link to documents.

Ability to scale, Docusign integrations, ease of use, customer support. Great value for the price.

I like the idea, but that's it. I loved what the software said it would do-- it seemed like a silver bullet solution at the time.

It is great for important document storage. Easy to function, manage documents and share with clients as well.

Ease of use, great features and cheaper than other software.

A client opened its vault and saw identities of all clients -- in violation of IRS security requirements.

There can be a little frustration when it comes to the search function of clients and their vaults.

Clients access their folders with ease and we get email notifications hourly if there are uploads. It puts clients at ease that their documents are in a secure home.

Then we ran out of space again. Then, the dashboard told us that we had space, but we were getting error messages that we were out of space.

It is so easy to get acclimated to SmartVault. Pre-training is important and the SmartVault University provides lots of useful information.

Excellent product for client security when multiple documents are being sent back & forth. Integration with other software that we use is important.

The price is affordable for a boutique firm like mine. It also puts me at ease for the security for confidential information sharing with clients.

We quit using Smart Vault and switched to IntuitLink and Docusign proper (just in case anyone wants a better option here).

The team were great in helping me make an informed decision on their products. I would absolutely recommend them to anyone else.

Thanks to SmartVault, it's easy for my clients to provide me with the data I need to keep their books, and I can answer almost any question they have for me quickly and easily.

Love the integration with my tax software, ProSeries and also DocUSign which I depend on immensely.

It's sometimes difficult if you have the same name clients.

The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend.

This is just an example, a myriad of other features that are well intentioned end up completely useless or worse due to lack of customization.

Very user friendly and easy to navigate. Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific.

We love this all in one option that gives us comfort knowing we are providing a compliant option to our clients for document storage and sharing.

The Outlook plug-in was repeatedly stopped by Outlook for slowing it down.

I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients.

My clients like the ability to have their sensitive documents in a secure place that we both can access.

Learning SmartVault was a bit difficult in the beginning but the company provides plenty of training and hundreds of videos.

It user friendly and customer support is very quick.

This application fits perfectly with my suite of other applications and I can count on it remaining secure.

I am really happy with it, the client portal is easy to use thats important so they dont contact us as much.

Imagine hitting every business issue with a custom solution that fully integrates to everything you do.

The quotes I received from developers to build this exact same application we're now using was over $18,000 and 3 months. Hard to believe I almost went forward with it.

What I like most is the versatility. You can basically write an app with lots of users with just some logical thinking.

Different teams can collaborate in a single platform, security and permission features to access is very helpful.

The product is easy to use with a strong feature set. The support is responsive.

It was a little difficult to get started with the software, but once I had a general idea of how things were setup I had very little issues.

Reliability has been solid. The real plus point for me is that all of the aforementioned have been continually improved over the last year or so.

It's great for someone like me with little experience building databases.

Great support team, they go above and beyond to get your application deployed and issues resolved. They are constantly improving with new features and enhancements.

Another useful feature that we love is the ability to link files to an S3 bucket, saving massively on storage costs.

The quick and easy ability to preview any changes I make to every part of the database and the user-facing portion is so useful.

In an era of constant change, platforms like these allow anyone to respond to customer needs almost immediately.

It was a bit difficult getting started as I couldn't access the support pages directly.

I used the school management template which saved me huge amount of work as I was able to easily edit each component to my requirements. The rapid table creation from pasted data is very impressive.

The platform is blazing fast and support has been very responsive - within a few minutes. From the other platforms I've tested, Tadabase was by far the most customizable, powerful and easy to master.

Lots of features and functionality. The support is excellent and their willingness and speed to add features is by far the best I’ve ever experienced.

What was most impressive about this solution was the ease of being able to deploy a fully operational front-end without having to know how to code.

We are making important GDPR support apps for our clients and the stability seems very strong so far.

Brilliant, and customer service is fantastic, fast and detailed.

Over the course of using Tadabase, we have made some tweaks, but never had any big problems besides occasionally links not working, but it always has been fixed seemingly.

This coupled with a community base where feedback is acted upon highlights a company that cares.

Outstanding, I would highly recommend Tadabase.

Data extraction and it's availablity from anywhere makes it a must have in our company. Easy to use and a huge timesaver.

I truly have no negative comments about Tadabase, they are an amazing company and I am blessed to have the opportunity to work with them.

The customer support has been fantastic over the last 12 months. Tadabase is best value for money when compared to Quickbase, Caspio and PowerApp.

Their support team is very responsive and swiftly resolves issues both simple and complex.

Tadabase enables very rapid prototyping of process improvement and automation for small businesses at  a very reasonable rate.

US Dollar

SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting, and manufacturing handle sharing and storage of documents in a centralized repository. Organizations can design a personalized portal with custom logos to establish brand identity with clients.


SmartVault includes custom workflows, which allow enterprises to automate uploading, scanning and distribution of documents with internal and external stakeholders. It offers numerous features such as two-factor authentication, drag-and-drop capabilities, file versioning, payment processing, full-text search, collaboration management, electronic signature capturing and more. Additionally, administrators can ensure compliance with CCPA, GDPR, SEC, GLBA, FINRA and other legal and industrial standards.


SmartVault facilitates integration with various third-party applications like Salesforce, Hubdoc, TaxCalc, Xero, FreshBooks, Method CRM, Microsoft Outlook and more. It is available on annual/monthly subscriptions and support is extended via phone, email, FAQs and other online measures.



LongDescription

File Management

Optical Character Recognition

Document Templates

Document Storage

Document Check-In/Out

Access Controls/Permissions

Progress Tracking

Workflow Configuration

Contract/License Management

Electronic Signature

Approval Process Control

Document Capture

Collaboration Tools

Full Text Search

Template Management

File Transfer

For Legal Professionals

Document Classification

Self Service Portal

Audit Trail

Version Control

Content Management

Configurable Workflow

Mobile Access

Compliance Management

Data Security

Two-Factor Authentication

Encryption

Role-Based Permissions

Client Portal

Real Time Notifications

Forms Management

Workflow Management

Real-time Updates

Email Management

File Sharing

Alerts/Notifications

Authentication

Customizable Templates

Business Process Automation

Document Automation

Customizable Branding

Compliance Tracking

Customizable Dashboard

Customizable Forms

Drag & Drop

Secure Data Storage

Archiving & Retention

Third Party Integrations

Task Management

Document Management

Search/Filter

SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include:
Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually) 
Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Enterprise - (minimum 10 users) - Contact SmartVault for details 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

SmartVault

Live Online

Webinars

Documentation

Videos

Tadabase is an online database builder designed to help users create custom database web applications to automate daily business activities. Key features include approval process control, compliance tracking, customizable dashboard, task management, workflow configuration, access controls/permissions, business process automation and document management.


Project managers using Tadabase can assign new tasks, send reminders to team members about completing pending tasks, calculate project budgets, run custom reports across teams and visualize workflows using custom display rules, status indicators and buttons and links that trigger automated tasks. The no-code application enables HR teams to manage employee directory, employee onboarding, applicant tracking, time tracking, workflow automation, performance review, payroll, finance, compliance and custom reporting. Additionally, educational institutions can use Tadabase to handle course catalogs, school directory, student tracking, graduation tracking, online registration, resource management and fundraising. 


Tadabase allows property managers to list properties in custom displays for prospective tenants, schedule automated tasks, streamline lease applications and request signatures, files and images from tenants for verification. It is priced on a monthly and annual subscription basis and the plans vary according to the apps, records and storage managed within the solution. 



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