BrandOffice vs SmartVault

Side-by-side comparison of features, reviews, pricing and more

BrandOffice

Category: Documentation Tool
Industries: Education, Business

Pricing

BrandOffice Enterprise

Starting at $5.00

1 Users Per Month

BrandOffice Small and Medium

Starting at $10.00

1 Users Per Month

SmartVault

Category: Documentation Tool
Industries: Marketing, Business, Fianance, Health

Pricing

Standard

$20

PER USER / MONTH

Billed Annually

Business Pro

$40

PER USER / MONTH

Billed Annually

Accounting Pro

$40

PER USER / MONTH

Billed Annually

20M+ Downloads
5/5

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BrandOffice reviews

It has a very useful and productivity-enhancing look

- Eyüp Ö. Industrial Engineer

We use it for standardized legal templates. The templates are all in one centralized source. Update once and it's across the organization. Now everyone has access to the same high quality, correctly branded and formatted legal documents. Generated with a click.

- Efi B. Senior Legal Adviser

The fact that all templates are easily deployed if branding changes and you are guaranteed that all staff have the correct versions of documents to use. I like that I can manage my own templates from the console and I decide what is used in the business without needing any vendor or third party suppot.

- Susan J. Marketing Systems Specialist

SmartVault reviews

My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome. My clients find it easy to work with.

- Tracey D. Financial

The software is only document storage and not the best one. It is supposed to integrate with Intuit tax software (Prosystems, etc.), but if you use something different (I am on CCH), you are out of luck. Customer service is horrible and not worth the time you spend contacting them. Please read my Cons section for more impressions.

- Mila S. Owner

I use SmartVault as my PDF printer, as well as a place to store client documents.

- Steven K. CPA

Pros & cons

BrandOffice

Pros
We are able to consistently update standard content as our knowledge and experience grows, and as a result the quality of our work is getting better and better
This is a truly outstanding product
The fact that the software can be customised and that their customer service is incredible makes the software even more brilliant
It's nice that some processes are done automatically
Giving my [SENSITIVE CONTENT] (and the sales team) easy access to those materials
My sanity is saved because I don't have to say "it's in Sharepoint" or send attachments anymore."

Cons
I have not encountered a feature that would really harm myself or that I did not like in this product that I have been using for a while
Here are the 3 biggest problems that BrandOffice solves for me."

SmartVault

Pros
Plus, I believe that having a secure portal on my website is a positive thing that could help attract new clients
The ability to efficiently receive and transmit information back and forth between clients has been great
It is great for important document storage
Easy to function, manage documents and share with clients as well
This interactive secure portal has been a lifesaver with the increased use of electronic data transfer."

Cons
This will only slow you down a minute or two, but it can be mildly frustrating
We have some issues with permissions on our end and on the client end that requires some troubleshooting and frustration
My number one complaint is that you cannot edit documents in Smartvault
Customer Service is horrendous and is more likely to ignore you than be of any actual service."

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