Clio vs SmartVault

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

Clio

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

EasyStart

$39 USD/user/month

Essentials

$69 USD/user/month

Advanced

$99 USD/user/month

Complete

$129 USD/user/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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Clio reviews

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

- Mazyar H. President

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

- Katie B. Office Manager

It has been really good and the team is really responsive.

- Beau A. CEO

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

Clio

Pros
I love the notifications that offer support and training for new options and/or updates within Clio
I like being able to select certain calendars to see at one time or multiple at once if needed
Like checking into a Four Seasons Hotel
The service and quality is excellent
Excellent and affordable option, especially for smaller firms
Having one central place where I can manage my practice is wonderful
Everything from automated online scheduling of appointments to document management to billing to accounting."

Cons
CLIO is missing some things that I took for granted in other software, the biggest being warning the user when a scheduling conflict occurs on the calendar
One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem
Our firm experience with Clio was frustration and amazement that other firms use this terrible software
I can not imagine the hours wasted at other firms using Clio
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions."

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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