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Average Ratings 74 Ratings

Total
ease
features
design
support

Description

ClientDesk is a customized client portal designed specifically for freelancers. Eliminate the hassle of managing Dropbox, emails, and spreadsheets by providing your clients with a sleek portal to track project updates, download files, and stay engaged. The platform boasts features such as personalized portals showcasing your branding, effortless file sharing without requiring client sign-ups, hassle-free access through magic links that eliminate password worries, progress monitoring for projects, and options for white-label branding. You can have your portal ready in less than five minutes. Enjoy a free plan that accommodates one client indefinitely, making it an ideal choice for freelancers. Plus, it streamlines communication and enhances the client's overall experience.

Description

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
SKYLINE
Salesforce
TaxCalc
UltraTax CS
Xero

Integrations

ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
Hubdoc
Intuit ProSeries Tax
Lacerte
Ledgersync
Method:CRM
Microsoft Outlook
QuickBooks Online
SKYLINE
Salesforce
TaxCalc
UltraTax CS
Xero

Pricing Details

$12/month
Free Trial
Free Version

Pricing Details

$20.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ClientDesk

Country

France

Website

client-desk.io

Vendor Details

Company Name

SmartVault

Founded

2008

Country

United States

Website

smartvault.com/

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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