Finding a good file sharing and document management software can be challenging. Which is why, after polling Accountants, CPA Firms, Bookkeepers, and Chartered Accountants, we put together a list of some of the most popular applications available.

SmartVault

What it does:

Store your files online, safely share them with others & access them right from inside your apps.

Main Features:

  • Flexible storage space
  • Securely sharing in and with leading accounting applications and platforms
  • Create a custom client portal
  • View and edit files without buying extra software

Free Trial: (Yes/No)

Yes

Pricing:

Depending on the platform, starts at $35/user or $360/year

Cloud based?

Yes

Website:

http://www.smartvault.com/

 


 

Box

What it does:

Box provides  businesses  with secure cloud storage of all company files and allows easy access sharing and collaboration on any device.

Main Features:

  • Secure File Sharing
  • Online Collaboration
  • File Synchronization
  • IT and Admin Controls
  • Enterprise Security
  • Policy and Workflow Management

Free Trial: (Yes/No)

They have a personal plan that is free, good for 1 user.

Pricing:

Plan starts at $6 per user per month

Cloud based?

Yes

Website:

https://www.box.com/home/


Office 365

What it does:

Office 365 gives you access to Office applications anywhere, at anytime thus making file updating and collaboration more convenient.

Main Features:

  • Cloud-powered office
  • Email and Calendaring
  • File sharing
  • Online Conferencing
  • View and edit files on mobile device
  • Create, edit and share Office documents from any browser

Free Trial: (Yes/No)

Free trial is available for Office 365  Business and and Office 365 Business Premium Plans only

Pricing:

Plan starts at $5 per user per month (1 year lock-in)

Cloud based?

Yes

Website:

http://office.microsoft.com/en-001/business/what-is-office-365-for-business-FX102997580.aspx


Dropbox

What it does:

Dropbox makes sharing and syncing files as well as team collaboration safe,easy and convenient

Main Features:

  • Works with any app, any device, anywhere
  • Reduced strain on IT, unlimited file recovery, device management
  • Complete audit log, remote wipe, sharing controls
  • Secure company information

Free Trial: (Yes/No)

Yes, 14-day free trial

Pricing:

Plan starts at $15 per user per month

Cloud based?

Yes

Website:

https://www.dropbox.com/business


 

ShareVault

What it does:

ShareVault provides virtual data rooms and secure document sharing solutions for businesses

Main Features:

  • Document Control
  • Present & Organize Your Content
  • Monitor User Activity
  • Fast & Easy Web Application
  • Accelerate Document Review
  • Accelerate Preparation
  • Integrate With Your Existing Technology
  • Secure & Reliable Cloud Infrastructure

Free Trial: (Yes/No)

Yes

Pricing:

Plan starts from $189 per month

Cloud based?

Yes

Website:

http://www.sharevault.com/


1040 Bridge

What it does:

1040 Bridge provides a simple and effective way to send and store tax returns.

Main Features:

  • Get Paid Faster – Payment Protect Tax Returns
  • Document Management
  • Secure Share with Third Parties
  • Client Follow-Up Made Easy
  • 7216 Compliance
  • Tax Software and Scanner Integration
  • Enhanced Security Measures

Free Trial: (Yes/No)

Yes, 30-day free trial

Pricing:

Plan starts at $50 per month

Cloud based?

Yes

Website:

https://www.1040bridge.com/


 

Doc.It

What it does:

Doc. it helps accountant be more efficient and effective when gathering, processing, storing, and delivering documents

Main Features:

  • Main Dashboard
  • Inbox
  • Scan and Organize
  • Policy Manager
  • Work Binders
  • Workflow
  • Cloud + Mobile
  • PDF Editor
  • Document Archive and Publishing
  • Web Portal
  • Reports

Free Trial: (Yes/No)

No

Pricing:

Pricing is not displayed publicly. To learn about prices contact Doc.It through their contact page.

Cloud based?

Yes

Website:

http://www.doc-it.com/products

 

Click here to return the the software guide and reviews for accountants