--- description: Scopri le funzionalità di SmartVault, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software di gestione documentale](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.it/software/82811/smartvault Pagina: 1/7\ Avanti: [Pagina successiva](https://www.capterra.it/software/82811/smartvault?page=2) > SmartVault semplifica la raccolta, la gestione e la condivisione dei documenti con una singola soluzione di gestione dei documenti e di portale clienti integrata. > > Conclusione: valutazione di **4.3/5** stelle assegnate da 137 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza SmartVault? Commercialisti, contabili, professionisti del settore fiscale e chiunque cerchi gestione dei documenti e condivisione dei file sicure. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.3/5** | 137 Recensioni | | Facilità d'uso | 4.2/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.1/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.0/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.2/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 70% | (7/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: SmartVault - **Area geografica**: Houston, USA - **Anno di fondazione**: 2008 ## Contesto commerciale - **Prezzo di partenza**: 70,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web, Windows (desktop), Windows (locale), Linux (locale), iPhone (mobile), iPad (mobile) - **Lingue supportate**: inglese - **Paesi disponibili**: Regno Unito, Stati Uniti ## Funzionalità - API - Accesso da dispositivi mobili - Acquisizione di documenti - Archiviazione di documenti - Archiviazione e conservazione - Automazione dei processi aziendali - Autorizzazioni basate sul ruolo - Branding personalizzabile - Classificazione di documenti - Condivisione di documenti - Configurazione del flusso di lavoro - Controllo accessi/Autorizzazioni - Controllo del processo di valutazione - Controllo della versione - Crittografia - Firma elettronica - Gestione dei contenuti - Gestione dei moduli - Gestione del flusso di lavoro - Gestione della conformità - Gestione delle attività - Gestione di contratti/licenze - Gestione di documenti - Modelli personalizzabili - Monitoraggio della conformità - Per professionisti legali - Portale clienti - Ricerca del testo completo - Ricerca/Filtro - Strumenti collaborativi - Third-Party Integrations - Trascinamento della selezione (Drag & Drop) ## Integrazioni (20 in totale) - Acctivate Inventory Management - Docusign - Docusign CLM - Emburse Nexonia - FreshBooks - Hubdoc - Intuit ProConnect Tax - Lacerte Tax - LedgerSync - Liscio - Method CRM - Microsoft Outlook - ProSeries Tax - QuickBooks Online - Rightworks Connect ... e altre 5 integrazioni ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Software di gestione documentale](https://www.capterra.it/directory/30063/document-management/software) ## Categorie correlate - [Software di gestione documentale](https://www.capterra.it/directory/30063/document-management/software) - [Software condivisione file](https://www.capterra.it/directory/30909/file-sharing/software) - [Software per gateway](https://www.capterra.it/directory/14/portal/software) - [Software per workflow](https://www.capterra.it/directory/30091/workflow-management/software) - [Software per la gestione di documenti legali](https://www.capterra.it/directory/10049/legal-document-management/software) ## Alternative 1. [Google Drive](https://www.capterra.it/software/161425/drive) — 4.8/5 (28467 reviews) 2. [Google Docs](https://www.capterra.it/software/160756/google-docs) — 4.7/5 (28895 reviews) 3. [Google Workspace](https://www.capterra.it/software/168389/google-workspace) — 4.7/5 (17538 reviews) 4. [OneDrive](https://www.capterra.it/software/161304/onedrive) — 4.5/5 (12674 reviews) 5. [Microsoft 365](https://www.capterra.it/software/58688/microsoft-365) — 4.6/5 (14060 reviews) ## Recensioni ### "Comprehensive Document Management Solution" — 5.0/5 > **Sebastian** | *27 settembre 2024* | Industria farmaceutica | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: SmartVault's most notable feature is the protection of your most valuable information. Data encryption and access controls guarantee the protection of your sensitive information. > > **Inconvenienti**: There are no negative aspects of this platform that I can identify. > > SmartVault helps me organize, store, and protect all my sales and customer documents in one place. This allows my team to access the information they need quickly, increasing our productivity. ----- ### "Wouldn't use anything else" — 5.0/5 > **Christos** | *30 luglio 2020* | Contabilità | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data. > > **Inconvenienti**: Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop. > > We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups . ----- ### "An OK portal, if you only want a portal" — 3.0/5 > **Russell** | *28 maggio 2021* | Contabilità | Tasso di raccomandazione: 5.0/10 > > **Vantaggi**: It integrates with Lacerte fairly smoothly. SV drive and SV connected desktop facilitate working with the files on my local workstation, which is a feature that many cloud based DMS solutions lack. Always having my documents available from wherever I am. > > **Inconvenienti**: They did not meaningfully improve the product at all while I was using it between 2013 and 2019. The product was literally almost exactly the same when I started using it and when I stopped. Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it. Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many nested folders to find each file I want, every time. > > They are a competent client portal with a price on the lower end of the spectrum. However, after 6+ years the product was quite stale so I decided to switch to a more agile portal vendor who is actually spending time and money to improve and develop their product. ----- ### "Reliable and Secure" — 5.0/5 > **Dawn** | *14 novembre 2020* | Contabilità | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure. > > **Inconvenienti**: The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application. > > I love the integrations. 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. ----- ### "Easy and secure" — 5.0/5 > **Renee** | *19 novembre 2020* | Contabilità | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great. > > **Inconvenienti**: A function to email a third party a document without them having an account would be great. Maybe it is there and I don't know how to use it. > > SmartVault is easy to use and secure. The price point is great. Clients find it easy to use. I really like the integration with Outlook. I can easily email links to documents, which makes SmartVault even easier for clients. It is secure, and that is very important to me. Access to files anytime and anywhere is also important. Customizable folders is an added benefit. Each year I get more clients using it. I will use it as long as am in practice. I have no need to shop for anything else. ----- Pagina: 1/7\ Avanti: [Pagina successiva](https://www.capterra.it/software/82811/smartvault?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/82811/smartvault) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Dati strutturati