SmartVault Corporation is a software company specializing in integrated document management systems and secure client portals, designed to help organizations gather, store, share, and eSign documents in the cloud. SmartVault provides a centralized, scalable online document storage solution that enables businesses to manage both internal and client documents efficiently while maintaining high standards of security and compliance.
What products and services does SmartVault offer?
SmartVault's core offering is its cloud-based document management platform, which includes:
- Unlimited storage and users: Companies can store and manage large volumes of documents without worrying about capacity constraints.
- Branded, secure client portals: Clients can securely view, upload, and download documents from any browser, at any time.
- Automated document requests and tracking: Businesses can create and send document request lists to clients, track responses, and receive notifications, with files automatically routed to the appropriate folders.
- Workflow automation: Features like drag-and-drop uploads, scanning, and integrations with tools such as Lacerte, ProSeries, QuickBooks, Microsoft Office, and DocuSign help streamline document-related tasks.
- eSignature capabilities: Users can send documents for eSignature and receive completed forms within the same secure environment, supporting multiparty collaboration.
- Compliance support: The platform helps businesses meet regulatory requirements, including HIPAA, GDPR, FINRA, SEC, GLBA, and CCPA standards.
Who uses SmartVault Corporation?
SmartVault serves a broad range of businesses that require secure document management and client collaboration tools. Key customers include companies like A.H. Financial Management Services and Office Service Solutions, Inc. The platform is particularly valuable for organizations with strict compliance needs or high volumes of client document exchanges, such as financial services, accounting firms, and business service providers.
Where is SmartVault based and how big is the company?
SmartVault Corporation is headquartered in Houston, Texas, United States. The company employs between 51 and 200 people, reflecting its scale as a privately held software provider.
Leadership and background
SmartVault is led by a team with significant expertise in software development, security, and business operations. Notable leaders include Dania Buchanan (President), Bryan Brorsen (Chief Revenue Officer), Daniel Fritz (Vice President, Product), and Manik Rajendra (Vice President, Engineering), among others. The company is part of GetBusy PLC, with Daniel Rabie serving as CEO of the parent organization. You can read more about the leadership team and company background on their About page.
What makes SmartVault different?
SmartVault stands out for its integrated approach to document management, combining secure cloud storage, workflow automation, client collaboration, and compliance support in a single platform. Its ability to scale, its extensive integrations with industry-standard tools, and its focus on regulatory requirements make it a comprehensive solution for businesses that need efficient and secure document workflows.
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