SmartVault vs. Valuecase

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Valuecase is the best way to collaborate with your B2B customers – built to shorten the time it takes to close and onboard a new customer. It replaces email chains, manual task lists, and clunky SharePoints with a single branded workspace – shared with your customer, tracked, and easy to use. Pre-sale, your team shares proposals, case studies, and action plans in a digital sales room. Post-sale, it's where you orchestrate the onboarding – plans, intake forms, content, and progress in one place. AI handles the reminders and flags what's stuck.