How We Compare

How SmartVault Compares to Thomson Reuters Onvio Firm Management

Clunky, slow, frequently down, and zero support – just a few complaints Onvio users mention in reviews. SmartVault offers a stark contrast: a reliable, user-friendly document management system backed by a responsive customer care team.

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The Hidden Costs of Onvio

Many firms have discovered Onvio comes with significant drawbacks that impact their productivity, client satisfaction, and bottom line.

Unreliable Performance and Frequent Downtime

Slow loading times, system outages, and sync issues between modules lead to costly workflow disruptions and frustration across teams and clients.

Steep Learning Curve and Poor User Experience

An unintuitive interface, limited customization options, and compatibility problems result in decreased productivity and increased training costs.

Inadequate Support and Feature Limitations

Long wait times for customer support, unresolved technical issues, and a lack of key features leave many firms feeling unsupported and ill-equipped to serve their clients.

The Advantages of Using SmartVault

Built for accountants, SmartVault addresses the unique needs of accounting practices, offering a robust, user-friendly solution that enhances productivity, ensures compliance, and scales with your firm.

Proven Reliability and Performance

With 99.9999% uptime, fast document retrieval, and seamless integration with leading tax prep apps, SmartVault ensures your firm operates without interruption, maximizing billable hours and client satisfaction.

Intuitive Interface and Rapid Adoption

An easy-to-navigate platform with customizable workflows and personalized training allows your team to focus on serving clients rather than wrestling with software.

Comprehensive Support and Continuous Innovation

Responsive customer support, regular feature updates based on user feedback, and a rich set of accounting-specific tools make SmartVault a partner in your firm's success.

CASE STUDY

Real Results: A Case Study

When Kristie Agar of O’Connor and Agar CPA opened her firm, she was determined to find solutions that could streamline operations and provide a better client experience after years of struggling with Onvio. SmartVault delivered immediate results:

Achieved a completely paperless workflow
Simplified signature processes with unlimited eSignatures
Enhanced client connectivity through an easy-to-use portal
Streamlined document management and tax return handling
Reduced training time for seasonal staff

“We don’t waste time hunting documents across different programs, as everything is organized right in SmartVault,” Kristie explained. This efficiency and organization are why she enthusiastically recommends SmartVault to her peers.

Choose SmartVault for a reliable, efficient, and truly supportive document management solution that will help your accounting firm thrive.

SmartVault: Not Just Another Document Management Solution

SmartVault is a comprehensive platform designed specifically for accounting professionals.

Unmatched Reliability

While Onvio users report frequent crashes and downtime, SmartVault maintains 99.9999% uptime even during the busiest tax seasons. This reliability is crucial for maintaining productivity and meeting client deadlines.

Intuitive User Interface

Unlike Onvio’s confusing interface, SmartVault offers an easy-to-use platform that requires minimal training. This allows firms to onboard new staff quickly, especially during peak seasons.

Comprehensive Support

SmartVault provides extensive training and support, ensuring you can maximize the platform’s potential. This stands in stark contrast to the lack of support reported by Onvio users.

Streamlined Workflows

SmartVault’s integrated features, from client intake to eSignature and document management, create a seamless workflow that saves time and reduces errors.

Enhanced Security and Compliance

With SOC 2 Type 2 Compliance, SmartVault ensures your sensitive client data is protected to the highest standards while supporting compliance with industry-leading regulations.

Scalability and Flexibility

SmartVault offers unlimited cloud storage and client capacity, allowing your firm to grow without constraints.

True Partnership

SmartVault is more than just a software provider – we’re a partner in your firm’s success. Our commitment to your growth and efficiency sets us apart from competitors like Onvio.

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

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.

Feature by Feature Comparison: SmartVault vs. Onvio

While Onvio and SmartVault may offer similar features on paper, the key differentiator lies in reliability and performance. SmartVault consistently delivers on its promises, ensuring that these features are always available when you need them most.

		Onvio
Consistent Uptime
Unlimited Clients
Unlimited Storage
Unlimited Guest Users
Client Intake Form
Pricing Engine
Custom Proposals & Quotes
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 UltraTax CS
Version Control/History
Custom Branded Portal
Portal included in DMS Price
Portal Enables Real-Time Collaboration
Integrated eSignature Workflows
Seasonal Workers Licenses
SOC 2 Type 2 Compliant
Supports Industry-Leading Regulations
Specialized for Accounting
Mobile Access
Comprehensive Training & Support

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What Our Customers Say

SmartVault has just made our work so much smoother. From uploading documents to requesting signatures, SmartVault is simple and streamlined. It reduces headaches and works much smoother than other document management systems. SmartVault is just easy to use, and everything is right where I need it.

Kristie Agar O'Connor and Agar CPA