Average Ratings 1 Rating
Average Ratings 74 Ratings
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Description
MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.
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
Integrations
Microsoft Outlook
Xero
Acctivate Inventory Software
CCH Axcess Tax
Drake Tax
Dropbox
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Integrations
Microsoft Outlook
Xero
Acctivate Inventory Software
CCH Axcess Tax
Drake Tax
Dropbox
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Pricing Details
$8 per 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
DocSafe
Founded
2013
Country
United Kingdom
Website
mydocsafe.com
Vendor Details
Company Name
SmartVault
Founded
2008
Country
United States
Website
smartvault.com/
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Onboarding
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management
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
