HOW WE COMPARE

How SmartVault Compares to ShareFile

Using a generic document management system like ShareFile comes with long-term costs in time, compliance, and security risks. Support your entire tax prep workflow with SmartVault, a platform specifically designed for accounting pros.

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The Hidden Costs of ShareFile

Using ShareFile in your accounting practice comes with significant drawbacks:

Multiple System Complexity:

Limited engagement tools force you to cobble together multiple systems, increasing complexity and potential for errors.

Generic Solution Limitations:

Lack of accounting-specific features means you're constantly adapting general tools to fit your specialized needs.

Time-Consuming Setup:

Manual setup of folder structures and permissions wastes valuable time that could be spent serving clients.

The Advantages of Using SmartVault

SmartVault is purpose-built to help accounting practices streamline operations, enhance compliance, and scale efficiently:

Industry-Specific Design:

Built for you, accounting-specific features align perfectly with your practice's needs, boosting productivity.

Automated Organization:

Automated folder structures and permissions save time and reduce errors in document organization.

Seamless Integration:

Advanced document management, including tax prep system integration, keeps your practice running smoothly.

Feature Comparison:

SmartVault vs. ShareFile

ShareFile is a general file sharing solution that lacks the specialized features accounting firms need. SmartVault’s 15+ years of relentless accounting focus means we truly understand and support your goals.

This table highlights the key features that differentiate these solutions:

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Client Intake Form

Pricing Engine & Quoting

Engagement Letters w/ eSignature

Accept Payment

Automated Folder Structure Creation

Customizable Client Organizer

Secure Document Collection

Cloud-Based 24/7 Access

OCR of Scanned Documents

Integration with Tax Systems

Version Control/History

Included in DMS Price

Custom Branded Portal

Integrated eSignature Workflows

FINRA, SEC, GLBA Compliance Support

SOC 2 Compliant

Specialized for Accounting

Mobile Access

Accelerate Your Entire Tax Prep Workflow

From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.

Complete Tax Workflow Solution

Transform your tax preparation process from start to finish with SmartVault’s comprehensive workflow tools. Our integrated platform streamlines every step, from client onboarding to final document storage, helping you manage your practice more efficiently.

Streamlined Document Collection and Management

SmartVault offers an easy-to-use platform that requires minimal training. This allows firms to onboard new staff and clients quickly.

Efficient Tax Preparation Workflow

SmartVault provides extensive training and support, ensuring you can maximize the platform’s potential.

Accelerated Review and Approval Process

SmartVault’s integrated features, from client intake to eSignature and document management, create a seamless workflow that saves time and reduces errors. SmartVault offers a complete end-to-end solution without the need for multiple modules.

Secure Document Storage and Compliance

With SOC 2 Type 2 Compliance and support for IRS standards, FTC Safeguards, FINRA, SEC, and GLBA regulations, SmartVault ensures your sensitive client data is protected while supporting compliance with regulations.