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.

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.

Seamless Client Engagement and Onboarding

Customizable client intake forms
Automated creation of client profiles, security permissions, and folder structures
Integration with tax prep apps for auto-routing and document organization

Streamlined Document Collection and Management

Secure client portal for easy document upload
Customizable document request lists
Automated notifications to keep your team and clients informed

Efficient Tax Preparation Workflow

Direct integration with industry-leading tax prep apps, including UltraTax CS, and Intuit Lacerte, ProSeries, and ProConnect
Auto-routing of completed tax returns to the correct client folder by tax year
OCR capabilities for quick document indexing and searchability

Accelerated Review and Approval Process

Send returns to clients through the portal for online review
eSignature functionality with knowledge-based authentication
Intuitive dashboard to monitor the status of tax returns, organizers, and client interactions

Secure Document Storage and Compliance

SOC 2 Type 2 Compliant for top-tier data security
Support for IRS 4557, FTC Safeguards, FINRA, SEC, and GLBA compliance
Unlimited cloud storage for all your documents

Feature by 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.

		Sharefile
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

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What Our Customers Say

SmartVault has become a one-stop place for storage, portals, encrypted email, auto-filing, electronic signatures, and proposals. I would highly recommend SmartVault to others…who want to modernize their practice and provide an exceptional client experience.

Carolle Ryan Liberty Tax Service

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.