List of SmartVault File Sharing & Access Controls Customers
Houston, 77007, TX,
United States
Since 2010, our global team of researchers has been studying SmartVault File Sharing & Access Controls customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartVault File Sharing & Access Controls for Collaboration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartVault File Sharing & Access Controls for Collaboration include: BayFirst National Bank, a United States based Banking and Financial Services organisation with 302 employees and revenues of $58.0 million, Cornerstone CPA, a United States based Professional Services organisation with 11 employees and revenues of $2.0 million, Boscia & Boscia, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartVault File Sharing & Access Controls, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartVault File Sharing & Access Controls customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
BayFirst National Bank | Banking and Financial Services | 302 | $58M | United States | SmartVault | SmartVault File Sharing & Access Controls | Collaboration | 2023 | n/a |
In 2023 BayFirst National Bank implemented SmartVault File Sharing & Access Controls, deploying the Collaboration application to secure and digitize account opening and customer document workflows across its Tampa Bay branch network. The implementation targeted account opening, customer document exchange, and legal and risk collaboration, with a specific focus on replacing email-based exchanges with a controlled file sharing environment and integrated signing functions.
The SmartVault File Sharing & Access Controls deployment incorporated secure document repositories, role based access controls, case folders for customer onboarding, audit and access logging, and SmartVault eSignature to streamline signing and reduce back and forth with customers. Configuration emphasized access segregation between branch personnel and centralized back-office users, and workflow configuration for onboarding and compliance review.
Operational coverage included retail branches and centralized back-office operations, affecting account opening, customer service, compliance, and legal workflows. Governance changes centered on centralized document access controls and structured onboarding workflows, and the SmartVault case study published January 9, 2024 reports faster account opening, improved turnaround from customers versus email, and centralized back-office document access.
|
 |
Boscia & Boscia | Professional Services | 10 | $1M | United States | SmartVault | SmartVault File Sharing & Access Controls | Collaboration | 2019 | n/a |
In 2019, Boscia & Boscia implemented SmartVault File Sharing & Access Controls as a secure document management system and client portal. The SmartVault File Sharing & Access Controls deployment was positioned to address the firm's Collaboration needs, specifically to streamline tax preparation workflows and client onboarding for the Matawan, New Jersey based practice.
The implementation focused on secure file sharing, client portal access, granular access controls, and document organization to support tax workflow orchestration. SmartVault File Sharing & Access Controls was configured to centralize client document exchange and to enforce folder-level permissions and auditability, enabling repeatable onboarding and intake workflows aligned with professional services document management practices.
The deployment integrated with Intuit Lacerte and other practice tools used by the firm, creating an operational chain from document intake through tax preparation and client delivery. The system was adopted across the firm’s tax and client services activities for a single-source of client documents, reducing email-based exchange and improving internal document lookup and handoff.
Governance and process changes emphasized client portal adoption and standardized onboarding procedures, shifting client intake to the SmartVault workspace and introducing role-based access controls for staff and clients. The vendor case study notes that the SmartVault File Sharing & Access Controls implementation reduced onboarding time and enabled the firm to double its client base while maintaining service levels.
|
 |
Cornerstone CPA | Professional Services | 11 | $2M | United States | SmartVault | SmartVault File Sharing & Access Controls | Collaboration | 2023 | n/a |
In 2023, Cornerstone CPA implemented SmartVault File Sharing & Access Controls under the Collaboration category to provision a secure client portal supporting accounting and tax workflows. SmartVault File Sharing & Access Controls was deployed as a centralized document management and client collaboration layer for the 11 person professional services firm, with explicit configuration for secure file sharing and role based access controls.
Configuration focused on client portal workflows, secure document storage, folder templates for tax engagements, and access control policies that align with client permissioning and audit requirements. The deployment used built in document management capabilities, activity auditing, and user provisioning to streamline routine accounting and tax file exchanges and to reduce manual file handling in client interactions.
Integrations included DocuSign for e signature workflows, enabling end to end document exchange and signature capture within the SmartVault client portal. Operational coverage centered on accounting and tax business functions and client facing teams, with the implementation recorded as live in 2023 per the SmartVault case study published April 6, 2023.
Governance changes emphasized standardized access policies, audit logging, and updated client onboarding steps to govern document sharing and collaboration. The SmartVault case study highlights improved operational efficiency and higher client adoption rates following the rollout.
|
Buyer Intent: Companies Evaluating SmartVault File Sharing & Access Controls
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||