How SmartVault Compares to GoFileRoom
The Hidden Drawbacks of GoFileRoom
Many firms have found that GoFileRoom’s limitations hinder their productivity, flexibility, and client satisfaction.
The Advantages of Using SmartVault
Built for accounting professionals, SmartVault delivers a secure, user-friendly platform that drives efficiency, compliance, and scalability for your firm.
SmartVault: More Than Just a Document Management Solution
SmartVault is more than a document management solution—it's a platform designed specifically for the unique needs of accounting professionals. Here's how it stacks up against GoFileRoom.
Your All-in-One Platform Built for Accountants
- Intuitive folder structures tailored to accounting and tax needs.
- Prebuilt tax-specific templates for seamless organization.
- Deep integrations with popular tax software like UltraTax CS, Intuit Lacerte/ProSeries/ProConnect, Drake, and more.
GoFileRoom:
Limited compatibility outside of the Thomson Reuters ecosystem, making it less versatile for firms using other software solutions.
- Secure, remote access to documents anytime, anywhere.
- Collaboration across teams and clients without restrictions.
- Unlimited cloud storage, clients, and external collaborators.
GoFileRoom:
Offers partial cloud functionality, limiting true mobility and remote access.
- Thomson Reuters UltraTax CS
- Intuit Tax Software (e.g., Lacerte, ProSeries, ProConnect)
- Drake Tax Software
- Wolters Kluwer CCH
- Liscio
- Financial Cents
- Ledgersync
GoFileRoom:
Primarily integrates within the Thomson Reuters ecosystem, reducing flexibility for firms using diverse software.
- Simplifies onboarding for your staff and clients.
- Reduces the need for extensive training.
- Keeps productivity high with minimal IT dependency.
GoFileRoom:
Often requires a steep learning curve and significant IT support for initial setup.
- Enterprise-Grade Security: Meets IRS 4557 and FTC Safeguards Rule standards.
- Audit Trails: Track document activity for simplified audits and accountability.
- Bank-Grade Encryption: Protect data in transit and at rest with 256-bit encryption.
- Role-Based Permissions: Control access to sensitive information with user-specific roles.
GoFileRoom:
Complies with general standards but lacks accounting-specific regulatory focus and advanced security tools.
- Affordable Plans: Options for firms of all sizes, ensuring accessibility no matter your budget.
- Scalable Pricing: Plans that adapt as your firm grows, supporting your evolving needs.
- Unlimited Plan: Unlock the convenience of unlimited eSignatures and Knowledge-Based Authentication (KBA) for one fixed price, offering unmatched value and predictability.
GoFileRoom:
Positioned at a premium price, making it less accessible for smaller firms and limiting cost-effectiveness as your firm scales.
- Streamlines File Sharing: Effortlessly share and receive files without email clutter.
- Protects Sensitive Data: Bank-grade encryption and secure access controls safeguard documents.
- Enhances Transparency: Track activity with detailed logs and real-time updates.
GoFileRoom:
Complexity with extra steps for file sharing, slowing workflows.
- Customizable folder templates.
- Automated workflows that reduce repetitive tasks.
GoFileRoom:
Workflow setup is robust but often time-consuming and complex.
- Responsive, Accounting-Specific Support: Access expert assistance from a U.S. based team that understands your industry’s unique challenges.
- Comprehensive Onboarding: Get started quickly with personalized training to ensure your team and clients are set up for success.
- Data Migration Services: Simplify the move from your current system to SmartVault with expert-led data migration, ensuring your documents and workflows transition securely and efficiently.
GoFileRoom:
Generalized support may lack the depth needed for accounting workflows.
Have UltraTax CS? SmartVault Integrates Seamlessly
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.
Why SmartVault is the Ideal Choice Over GoFileRoom
Benefits of Choosing SmartVault:
SmartVault’s cloud-native platform allows you to access documents securely from any location, without the limitations of partial cloud capabilities.
SmartVault meets stringent security requirements, ensuring IRS 4557 and FTC Safeguards Rule compliance. This robust security helps keep your firm in compliance with accounting regulations.
Designed specifically for accounting workflows, SmartVault’s interface is intuitive and accessible, reducing the time needed to train staff and onboard clients.
SmartVault offers flexible pricing plans that scale as your firm grows, making it an ideal choice for firms of any size.
With a specialized support team, SmartVault provides knowledgeable, timely assistance tailored to accounting needs.
What Our Customers Say
After switching from GoFileRoom to SmartVault, our team experienced a noticeable improvement in workflow efficiency and client accessibility. The setup was straightforward, and the security features provided us with complete peace of mind!Tax Firm Owner
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