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.

Great Team to work with; super easy process for roll out.

It is easy to use, even for our more technically challenged users. It's interface is simple and clean, while not losing any functionality.

How documents are returned and viewable also makes for more efficient claims evaluation. ViewCenter is easy to navigate and use, making it a beneficial and effective tool for the end user.

Installation too complicated. Anti virus software constantly barks at it.

I like the iCapture app that allows upload of already created PDF documents. This allows for remote use instead of the old dedicated scanner for uploading documents.

It's been a bit tricky to set up bulk imports, but it should work out.

ViewCenter is a very good document management software that is very easy to integrate into existing systems. The iCapture app makes it easy to upload existing PDF files.

I like the fact that the repair records history goes back over ten years.

Easy to use and very efficient-easy to pull the data that you are looking for.

I don't like that the service goes down occasionally.

This software has been easy to set up and maintain, and the customer support to resolve our problems that have occurred has been great.

ViewCenter is currently integrated with our line of business Claims System and provides the ICA with robust document management capabilities while being easy to use and administer.

ICM Document Solutions, the ViewCenter creator, can also establish methods to import data into ViewCenter to minimize record indexing effort and cost.

The whole storage situation is  Ideal. Putting stuff on the scanner is very easy.

I love using ViewCenter for our business needs and look forward to learning more about the system in the future.

I did not participate in the integration of this software so I'm not sure how else we could potentially use it.

What I like most about this software is the ability to scan and index information for ease of use for others.

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

Windows 7

Windows XP

Web browser (OS agnostic)

Windows 8

Windows 10

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

ICM's ViewCenter is a secure digital environment where your business-critical documents live, and your important processes can be optimized. Get a quick ROI with powerful search functions, secure file sharing, compliance, tasks & alerts electronic forms, scanning/data capture, integrations, and so much more.

Whether a small business or large corporation, ViewCenter is cost-effective and scalable...ICM's Customer Success Team will find the right solution for YOUR digital transformation goals.

Since 1988, ICM has implemented ViewCenter for departmental solutions up to enterprise. Manufacturing, Government, Healthcare - Operations, HR, Quality - just scratch the surface of where we excel!

Commenting/Notes

Status Tracking

Customizable Reports

Activity Tracking

Digital Signature

Active Directory Integration

SSL Security

Single Sign On

Traceability

Rules-Based Workflow

Data Capture and Transfer

File Recovery

Content Publishing Options

Data Import/Export

Offline Access

File Conversion

Information Governance

Audio File Management

Real Time Data

Filtering

Real-Time Notifications

Video Support

Activity Dashboard

Reporting & Statistics

Version Rollback

Reminders

Document Check-in/Check-out

For Engineering Documents

Quality Control

Multiple Format Support

Document Review

Audit Management

Metadata Management

Alerts / Escalation

Real Time Reporting

Reporting/Analytics

Tagging

Third-Party Integrations

Indexing

Electronic Forms

Mac OS

Licensing - Named, Concurrent, and Enterprise options are available and can be adjusted at any time.

Deployment - Cloud or On Premise, future migration is possible if company IT initiatives change.

One-Time Configuration Costs - Determined by an in-depth discovery analysis; basic implementation can be as low as $2,000.

SmartVault vs ViewCenter

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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