DocsCloud vs SmartVault
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See the best product reviews, compare products, read reviews, and more.
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David S.
DocsCloud helps you automate the various aspects of your routine documentation activities. The platform allows you to create & embed web forms, generate filled documents by mapping them with the forms or integrating them with the API/Plugins, perform end-to-end creation and management of digital signatures, perform the data extraction from documents and allow you to host your documents for easy access.
eFileCabinet kept on corrupting files when they were checked out. I use another accountancy practice package called TaxCalc which is compatible with SmartVault and that's the main reason why we moved over.
Christos L.
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.
If you need to work together, this is the best way to do it.
- Julio Guillermo A. Software Developer
All docs can be saved on docs cloud and can be accessed anywhere anytime
- Rahul G. Branch Manager
It is the best software in which we can create, manage and share documents easily without any problem. we can also create pdfs and templates with this software. we can easily work together through this software.
- Kavyansh G. Social media marketing executive
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 |
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It helps me to standardized certain documents for my clients |
It helps me to get a bunch of different forms/documents completed all at once |
I love that DocsCloud provided me a great all-in-one solution for my documents |
Support is very responsive, and clearly answers the concerns of their users |
There is not a lot of complicated processes, so workflow is easy and fast |
Great support and an impressive trajectory make DocsCloud one to watch." |
Cons |
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Then, when it came up on appsumo and I read into the features, I purchased and tried all the features, just to find out that I was totally wrong about it |
It needs a little setting up - but that's to be expected - not a complaint - just an observation |
No real complaints about things though |
The UX could use some work, its a little rough around the edges |
And the 2FA requires me to click on images of busses EVERY time I log in, which is a little frustrating |
In the past, I always dreaded paperwork because it was too time-consuming and boring |
Now, however, I have found a way to make my life easier by going paperless with DocsCloud." |
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 |
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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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