MyCase vs SmartVault

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

MyCase

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

Pricing

Basic

$39.00 1 User Per Month

Pro

$59.00 1 User 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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MyCase reviews

I love the workflows, specifically, I love the fact that if you have to change a date within the workflow, that you don't have to manually change all of your tasks associated with it. You can recalculate the tasks based on the new date. Brilliant!

- Sharon G. paralegal

Communication. MyCase makes communicating with clients effortless. I can share documents, obtain signatures, and answer client questions in minutes.

- Sam S. Managing Attorney

I love the ease for clients and users alike. I appreciate the app for all types of phone platforms. This helps my clients in the event of an emergency.

- Traci C. Attorney

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

MyCase

Pros
For example - we have the ability to text message with clients now, which is a great way to communicate with those client's who wouldn't otherwise use email etc
The best feature we love is the case management as it is super easy for us to retrieve the requested document as and when asked by the client
The features are awesome and they are constantly improving
I love the ability to have all my cases available via digital
I can share the documents with my clients and communicate with them via the client portal."

Cons
My only complaint is downloading data is virtually impossible
We needed to duplicate our documents and had a really hard time doing so
Even worse, they are pretending like they own their "themes" so that I cannot simply migrate my website to an affordable site
I haven't made a lot of mistakes in life, but MyCase was one of them
The reports could be easier to follow/understand
It seems all the reports would be related, but it gets confusing
So, a client with multiple cases, is an issue
Drafting of documents is horrible."

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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