How We Compare

How SmartVault Compares to FileCabinet CS^®

Want to grow your practice? Provide your clients with better service? Use a software that doesn’t crash on you? SmartVault’s the obvious choice.

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Document Management Software for Accountants

The Hidden Costs of FileCabinet CS

Using FileCabinet CS comes with a hefty price tag – not in dollars, but in lost opportunities, inefficiencies, and security risks.

Growth Limitation

Limited storage and client capacity restricts firm expansion and forces use of multiple systems.

Operational Inefficiency

Poor integration capabilities and lack of mobile access hinder team collaboration and client service.

Security Risk

Basic security features and outdated platform leave firm data vulnerable to cyber threats.

The Advantages of Using SmartVault

SmartVault is designed to help modern accounting practices streamline operations, enhance compliance, and scale to their fullest potential.

Scalability

Unlimited cloud storage, client capacity, and advanced features support seamless business growth.

Modern Experience

Custom-branded portal with mobile access, integrations, and collaborative tools enhance client and team workflow.

Enterprise Security

Bank-grade security infrastructure paired with proven reliability across 3+ million users ensures data protection.

Have UltraTax CS? SmartVault Integrates Seamlessly

Our integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team to quickly find the documents they need.

Learn more about our UltraTax CS integration

What Our Customers Say

We were doing about 700 tax returns. Now we're more than double that at about 1,800. We would have never been able to do that without improving our communication with our clients on a mass scale.

Nick Boscia Boscia & Boscia P.C.

SmartVault helps us provide personalized services to our clients, increase collaboration, and create stability and security in our workflows.

Diane Curtis Affiliated Financial Services

My clients upload documents directly into designated folders. This has saved me countless hours of admin work and given my clients an easy, secure way to submit their paperwork.

Amanda Leddington A.H. Financial Management Services

SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure.

Prudence Petrykowski PK Petrykowski CPA

Connect Your Entire Document Workflow

Many companies claim to understand the accounting industry but fail to provide adequate tools for your entire workflow. Why? They lack genuine industry knowledge and actual integrations. Our 15+ years of relentless accounting focus – how we get you, your workflows, and your challenges – drive every aspect of our platform.

Document Management Unlimited storage for all your firm and client documents

Centralize document workflows, print and automatically route files, and never miss a beat with 24/7 self-serve access from any device.

Branded Client Portal Request, share and collaborate securely

Make it super simple for your clients to work with you, wherever and whenever, with file sharing, form fills, eSignatures, and more in a custom-branded client portal.

Client engagement and onboarding Impress new clients and create timesaving processes

Create custom folder template, engagement letters, forms, or quotes, then share them with client to eSign anytime, anywhere.

Document Collection Make getting and sharing documents simple

Simplify collection with templated lists and let clients securely upload documents on the go, automatically saving the documents to the correct folders every time.

Integrated tech stack Boost productivity through integration

Create a tailored, connected document management process. Print and auto-route documents, keep teams in sync across apps, and more.

Security and Compliance Protect data and abide with regulations

Eliminate security and compliance concerns with bank-grade encryption, custom access controls, audit trails, and more.

Get Up and Running with Reliable, Fast Migration

With over 15 years of experience focused on the accounting industry and supporting more than 3 million users, SmartVault truly understands your workflows, challenges, and goals. This knowledge drives every aspect of our services. Our data migration process is quick, and we offer a white-glove service to guide you through every step.

Feature by Feature Comparison: SmartVault vs. FileCabinet CS

If your goal is to keep your accounting practice stuck in neutral, FileCabinet CS is the perfect solution for you. But if you want to grow? SmartVault’s the clear choice.

		FileCabinet CS^®
Client Management (Engagement and Onboarding)
Client Intake Forms and Templates
Engagement Letters with eSignature*
Proposals and Quotes
Automated Folder Structure and User Permission Creation
Unlimited Clients
Custom List to Request Source Documents
Source Docs Automatically Route to Correct Folder
Robust Dashboard to View Status and Send Reminders
Automatic Notifications Keep Everyone Updated
Document Management & Security
Cloud-Based 24/7 Access
Unlimited Cloud Storage
Customizable Folder Structures
Ability to Link (group) Multiple Clients
Docs Available Online and on Desktop
PDF to Print Functionality
Auto-Routing/Saving
Document Locking
Version Control & Document History
Advanced Search Functionality
OCR for Scanned Documents
Document Data Extraction
Integration with Multiple Tax Prep Systems
Seasonal Worker Licenses
Client Portal & Collaboration
Included Custom Client Portal
Add Link to Portal on Website
Secure File Sharing
Real-Time Staff Collaboration
Multi-Channel Client Communication*
eSignature Workflow (incl. 8878/8879)*
Unlimited Guest Users
Configurable Notifications
Send Password-Protected Files Via Email
Integrated Payment Collection
Platform Reliability & Compliance
Mobile Access
Reliable (~100% Uptime)
SOC 2 Compliant
FINRA, SEC, GLBA Compliant
Specialized for Accounting
Backup and Recovery
Activity Tracking and Audit Logs
* through an integration